James Mumford Rrc®
About James Mumford Rrc®
James Mumford is an Associate Consultant at IG Wealth Management in Whitby, Ontario, with a background in Business Administration and a focus on financial planning. He specializes in estate, insurance, retirement, and education planning, advocating for tailored financial strategies and regular reviews to meet client goals.
Work at IG Wealth Management
James Mumford has been serving as an Associate Consultant at IG Wealth Management since 2014. His role involves providing comprehensive financial planning services to clients in Whitby, Ontario, Canada. He specializes in various aspects of financial planning, including estate planning, insurance planning, retirement planning, and education planning. Mumford emphasizes the importance of setting savings targets and selecting appropriate financial vehicles to create a balanced investment mix. He collaborates with a team of financial planning experts to remain updated on changes in government legislation, global market movements, and new financial options.
Education and Expertise
James Mumford earned a Bachelor of Science (BS) degree in Business Administration with a concentration in Management and Operations in Sports Management from Southern New Hampshire University, where he studied from 2003 to 2008. He also holds the Registered Retirement Consultant (RRC) designation from the Canadian Institute of Financial Planning. Additionally, he obtained his Mutual Funds License and LLQP in Insurance and Risk Management from the Investment Funds Institute of Canada in 2014. His educational background equips him with the knowledge necessary to guide clients in their financial planning endeavors.
Background
Prior to his current role at IG Wealth Management, James Mumford worked as a Market Researcher at Loon Mountain Resort for four months in 2007 while studying at Southern New Hampshire University. This early experience provided him with insights into market dynamics and consumer behavior, which he later applied to his financial consulting career. His diverse background contributes to his understanding of various industries and client needs.
Achievements
James Mumford has achieved several professional designations that enhance his qualifications in financial planning. He became a Registered Retirement Consultant (RRC) and obtained his Mutual Funds License and LLQP in Insurance and Risk Management in 2014. His focus on regularly reviewing and updating financial plans reflects his commitment to helping clients achieve their financial goals. He advocates for the long-term benefits of building relationships with clients, tailoring financial options to meet their evolving needs.