James Dempsey
CFP®
Mutual fund representative 1
Insurance representative
Financial Planner
Independent representative
The Master Plan Wealth Management
About me
James grew up in Lethbridge and first got into this career full-time over in 2015. He recently attained the CERTIFIED FINANCIAL PLANNER® certification. He was also recently recognized as one of the 'Top 40 Under Forty' by the Lethbridge Chamber of Commerce for the 2019-2020 year. He has a passion for 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, and spending time outdoors. He enjoys camping and most importantly, spending time with his family. Contact meAbout my team
A complete service offer to answer your needs
Savings and retirement
Mutual 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.
Why work with an advisor?
An advisor helps you make the best choices based on your reality and your needs. An advisor also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of an advisor, you will:
- Earn more money and learn where and when to invest
- Receive a personalized financial plan that will help you achieve your objectives
- Avoid flavours of the month and investment mistakes related to influences from the media and the people around you
- Be able to weigh the pros and cons in terms of investments based on your investor profile and risk tolerance
- Save time and enough money to carry out your projects
Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.
Learn more
Client Portal
Direct access to your investments and our advice
Stay up-to-date on the progress of your investments, access to detailed information about your accounts and see if you are on track reach your goals.
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Economic News with Sébastien Mc Mahon
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.
Latest videos and podcasts
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June 2, 2023
U.S. debt ceiling: ”We have a deal!” -
May 5, 2023
The Fed: Is this the end of rate hikes? -
May 26, 2023
U.S.: One minute to midnight for a deal on the debt ceiling -
May 19, 2023
The Bank of Canada should maintain patience with rate hikes
