James McCormick

RIS, RIAC, RIPC

Mutual fund representative 1

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About me

James McCormick: Your Experienced Financial Guide, Global Expertise.

Local focus: Over 25 years of experience in both the UK and Canada equips James to navigate diverse financial landscapes.

Client-centred approach: James prioritizes understanding your unique needs and goals. He utilizes his extensive knowledge to craft personalized financial solutions.

Transparency and trust: James’s “client centric” philosophy prioritizes your financial security. His “no surprises” approach fosters a relationship built on trust.

Giving back to the community: James is actively involved, volunteering as a director at the Greater Westside Board of Trade.

A life in the Okanagan: Drawn by the region's beauty, James moved from Scotland with his family in 2017. When not working, James enjoys golfing and fishing, embracing the Okanagan lifestyle.

A proud family man: James is a proud father to Kirsten, a medical student at UBCO, and James Jr., a dedicated Air Force cadet. He considers Kelowna his happy home.

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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.

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January 31, 2025

A deeper look at the Canada-U.S. trade relationship

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1 With Investia Financial Services 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

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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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