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For my clients · After our meeting

Your next steps, all in one place.

My contact details, the tools I recommend, the fastest way to reach me and the contests in progress. Bookmark this page: it's your starting point whenever you need me.

Simon Lévesque, your financial security advisor
Simon · your advisor

My contact details

  • Simon LévesqueFinancial Security Advisor · iA Financial Group
  • (438) 530-4430
    Phone
  • simon.levesque@agc.ia.ca
    Email
  • 816 boul. des Seigneurs, suite 101
    Terrebonne, QC
    Office
  • 272281AMF certificate
Add to my contacts

Referral contests · 2 in progress

Referring me pays off.

One referral counts for two contests: a $2,000 Air Canada gift card and $3,000 in travel credit.

See the contests ↓

Good service is worth sharing

Leave me a Google review.

Two minutes of your time, and the next person looking for an advisor in Terrebonne knows who they are dealing with.

Write my review

Car and home insurance

Get your car and home insurance quote with iA.

House, condo, apartment or car. My partner iA Auto and Home Insurance prepares the quote, and I'm still here to help you read it. How it works (in French)

Get my quote (in French)

Useful tools and websites

The links I'd give you anyway.

Free tools and reliable sources, sorted by use. If a number worries or puzzles you, write to me: we'll look at it together.

An ambulance in front of Simon Lévesque's iA Financial Group office in Terrebonne
Two careers,
one mission: protect

Who I am

Paramedic by training, advisor by choice.

As a paramedic, I've seen families' lives turn upside down overnight. Not for lack of courage, for lack of preparation.

Today, I help you make sure it never comes to that. With the same calm and the same listening I bring to every call.

Read my story (in French) AMF certificate 272281

Referral contests · 2 contests in progress

One referral, two contests.

My work lives on word of mouth. Do you know someone whose life a good plan would change? Introduce them to me with the form. Each referral counts for both contests.

01You fill out the form. The person's name and a way to reach them, with their consent.
02I contact them the way I contacted you. No pressure, no pushing. If they're not interested, that's the end of it.
03Your entries add up. Every 3 referrals give you one chance in the iA contest. Every 5, one chance in the agency contest.

iA contest · Referring me pays off!

To enter
3 referrals = 1 chance
The prize
$2,000 Air Canada gift card
One winner every quarter, 4 draws through July 2027.
Next draw
Quarterly draws, August 2026 to July 2027
Entries reset every quarter. Refer early, refer often.

Rive-Nord agency · until December 31, 2026

To enter
5 referrals = 1 chance
The prize
$3,000 in travel credit
Period
Annual contest, January 1 to December 31, 2026

No purchase required. Referred people must have agreed to be contacted. No obligation to buy a product, for you or for your referrals.

See contest details

iA Financial Group, Career Network contest « Me référer, c'est payant ! » (Referring me pays off!): August 1, 2026 to July 31, 2027. Open to Quebec residents aged 18 and over. No purchase required. One entry per form completed with 3 referrals, no limit on entries. Four quarterly draws of a $2,000 Air Canada gift card, for a total value of $8,000. Entries do not carry over from one quarter to the next. Skill-testing question required. iA employees, advisors and representatives and their immediate families are not eligible. Air Canada is not a sponsor of the contest. The official French rules prevail. Full rules (in French).

Rive-Nord agency contest: open to Simon Lévesque's clients aged 18 and over who live in Quebec. No purchase required. The prize is awarded as non-cashable travel credit.

Has your situation changed?

A house, a child, a new job: time for a review.

A plan evolves over time. We adjust it whenever you want, ideally once a year.

Book a new meeting