James Dempsey

CFP®

Mutual fund representative 1

Insurance representative 2

Financial Planner 2

The Master Plan Wealth Management

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About me

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.

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About my team

Rick Dempsey

Telephone

(403) 328-0944 Send a messageeast

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.

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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1 With Investia Financial Services Inc. 2 The Master Plan Wealth Management Inc.

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
The value of an advisor

Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.

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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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