James Scholes
BA, CFP®
Mutual fund representative 1
Insurance representative 2
Financial Planner 2
4Sight Financial
About me
Jay is a seasoned professional with more than 25 years of dedication to wealth management. His career in business began in 1980 when he started a student lawn care business while still in high school. From earning a double major in management and economics to receiving a Bachelor of Arts degree from the University of Guelph in 1989, Jay's career has been a testament to my commitment to financial excellence.
As a Certified Financial Planner (CFP), he brings a wealth of expertise in retirement planning, investment strategy and insurance. Experience the benefits of tailored financial solutions designed to eliminate uncertainty, optimize investments and secure your financial future.
Contact meAbout my team
Spencer and Olivia represent the next generation of trusted advice within our family financial planning practice, combining technical expertise with a forward-looking approach to client care. Both are actively pursuing their Certified Financial Planner (CFP) designation, reflecting their commitment to delivering comprehensive, high-quality guidance.
Spencer brings experience from RBC allowing him to support clients across a wide range of investment needs with a disciplined, long-term approach.
Olivia complements this with eight years in the technology and marketing sector, paired with a strong foundation in wealth management developed through her Canadian Securities Course (CSC) and Bachelor of Commerce degree from the University of Victoria.
Together, they enhance our ability to deliver responsive, personalized service while ensuring long-term continuity for our clients and their families for decades to come.
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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September 11, 2026
Eye for an eye -
September 4, 2026
Risk management -
August 28, 2026
Breaking point -
August 21, 2026
The U.S. Treasury Under Pressure
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.
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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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