James Diep
About James Diep
James Diep is an Associate Consultant at IG Wealth Management, specializing in Registered Disability Savings Plans and known for simplifying complex financial concepts. He has a background in financial services management and holds a Diploma of Technology in Financial Management from the British Columbia Institute of Technology.
Work at IG Wealth Management
James Diep has been employed at IG Wealth Management as an Associate Consultant since 2010. Over his 14 years in this role, he has developed a strong focus on enhancing client relationships through his ability to simplify complex financial concepts. His work is centered in Kerrisdale, Vancouver, where he provides tailored financial advice and strategic investment strategies to meet clients' short and long-term goals.
Education and Expertise
James Diep studied at the British Columbia Institute of Technology, where he earned a Diploma of Technology in Financial Management from 2004 to 2006. He is a Certified Financial Planner professional, recognized by the Financial Planners Standards Council of Canada. His expertise includes specialization in Registered Disability Savings Plans (RDSPs), which are designed to provide long-term financial security for Canadians with disabilities.
Background
Before joining IG Wealth Management, James Diep worked at BMO Financial Group as a Financial Services Manager from 2006 to 2008. During his two years at BMO, he was recognized for his performance and received the BMO’s Best of the Best Award for outstanding sales and service results. His experience in financial services has contributed to his current role, where he continues to advocate for financial freedom.
Achievements
James Diep has received notable recognition for his performance in the financial services industry. He was awarded BMO’s Best of the Best Award during his tenure as a Financial Services Manager, highlighting his outstanding sales and service results. Additionally, his certification as a Financial Planner professional underscores his commitment to providing quality financial advice.
Personal Interests
Outside of his professional commitments, James Diep is an avid sports enthusiast. He enjoys golfing and playing hockey on weekends, which reflects his active lifestyle and interest in team sports. His personal interests contribute to his well-rounded character and ability to connect with clients on various levels.