James Dempsey

CFP

Mutual fund representative 1 Insurance representative 2

The Master Plan Wealth Management

Need advice

Contact me

Client portal

Log in

RRIF, LIF and Annuities

Several income options are available to you at retirement age.

About me

James grew up in Lethbridge and got into this career full time in 2015. He recently attained the CERTIFIED FINANCIAL PLANNER® certification, and was recognized as a “Top 40 Under Forty” by the Lethbridge Chamber of Commerce in 2019–2020. 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.

About my team

James and Rick work alongside one another to round out the best service offering for our clients.

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.

Mobile application

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

Learn more

BUYING A HOME

Do you want to leave apartment life behind and buy a home?

Buying a home is one of the most important transactions you will ever make. Being prepared will make the process easier and help you make educated choices.

MOVING IN TOGETHER

Are you about to move in with your significant other?

See what you should plan for in terms of insurance and savings to begin your life together on the right foot.

PLANNING YOUR RETIREMENT

It is never too early to start planning for retirement.

Whatever your dreams for your retirement, having a strategy in advance will give you the tools you need to make them a reality. By having a good understanding of basic financial concepts related to retirement, you can get the most out of the tools available to you.

SAVING FOR A PROJECT

Do you want to travel? Are you planning your wedding or your retirement?

Whether your projects are big or small, you must take the time to organize and figure out how to pay for them.

STARTING A BUSINESS

Do you believe in your project and know that your products or services meet the needs of the market?

Here are a few elements to help you launch your business.

HAVING A CHILD

Will your family soon have a new addition?

Here are a few things to think about to protect your loved ones against the unexpected and prepare for your new arrival.

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.

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