Jim Vlahos
Mutual fund representative 1
Insurance representative 2
Stater Financial Wealth Management
About me
The Stater Financial team offers individuals and families support in achieving their financial and lifestyle goals at every stage in life.
Our extensive discovery meetings ensure we capture and prioritize what’s important to you and your family, whether you have capital accumulation goals, retirement income goals or estate protection goals. Once the plan is in place, we offer best-in-class service and communication through consistent, scheduled touch points via in-person meetings, virtual meetings or phone calls.
We work and operate in an environment with the following GUIDING PRINCIPLES:
We are CLIENT CENTRIC. Individuals and families come first, free from sales targets. Advice is given with only the client’s best interests in mind, and we provide same-day communication on your questions.
We operate with INTEGRITY in all we do. Products are solutions based. As independent wealth advisors, we search the market and industry for the right solutions to address your needs.
Contact meA 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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March 27, 2026
Iran war: Four weeks in -
March 20, 2026
A blurry outlook for the Middle East -
March 13, 2026
Bombs away -
February 27, 2026
Law and order
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.
Learn moreNew life event,
new objective
