CFA®, CPA, CA
Conseiller en placements et gestionnaire de portefeuille
Visit our advisory group website to learn more about our team and approach:
James Flemming is the newest member of the team, having joined in 2021. Before working in wealth management, he spent his early career in various roles with a Big Four accounting firm and within the corporate finance department of one of Canada’s largest private companies. His diverse experience spans more than 15 years advising executive teams, business owners and families on accounting, corporate finance, estate and tax planning, risk management, and public and private investments.
James holds a Bachelor of Engineering degree from the University of New Brunswick, earned his Chartered Professional Accountant designation (CA, CPA) in 2014, and holds the Chartered Financial Analyst (CFA) designation.
Born and raised in the Greater Saint John area, James currently resides in Quispamsis, New Brunswick, with his wife, Kayla, and their three young children.