CFP®
Mutual fund representative 1
Insurance representative 2
Financial Planner 2
The Master Plan Wealth Management
James grew up in Lethbridge and got into this career full time in 2015. He is a CERTIFIED FINANCIAL PLANNER® professional, and was recognized as a “Top 40 Under Forty” by the Lethbridge Chamber of Commerce. He is passionate about people and approaches life with a positive outlook. With an intrinsic belief that financial peace should be at the forefront of every client’s outlook, he approaches clients with integrity, respect, trust and objectivity. In his spare time, James enjoys being active, whether through golf, volleyball, spending time outdoors and camping, and most importantly, spending time with his family.
Contact meMutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.
Sébastien Mc Mahon has been Senior Vice-President, Investments and Chief Economist at iA Financial Group. In addition to being the Group’s spokesperson on economic matters, he is also the chair of the asset allocation committee and responsible for managing the company's diversified funds. He serves as the company’s spokesperson on economic matters.
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