Shawn Fleming Email
Wealth Advisor @ CIBC Wood Gundy
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Shawn Fleming Location
- Regina, SK, CA
Shawn Fleming Work
- 2020 -now Wealth Advisor @
- 2017 -2020 Associate Investment Advisor @
- 2016 -2017 Client Associate @
- 2014 -2016 Sales Assistant @
- 2012 -2014 Financial Service Representative @
- 2010 -2012 Financial Advisor @
- 2008 -2010 Financial Services Representative @
- 2007 -2008 Customer Service Representative @
Shawn Fleming Education
- FP Canada
Certified Financial Planner® (CFP®) (Financial Planning and Services)
2020-2021 - FP Canada
Advanced Certificate in 3H Financial Planning (Financial Planning and Services)
2020-2021 - FP Canada
Introduction to Professional Ethics (Ethics)
2020-2020 - Canadian Securities Institute
Law, Estate and Tax Supplement (Financial Planning and Services)
2020-2020 - Canadian Securities Institute
Lending, Retirement and Insurance Supplement (Financial Planning and Services)
2020-2020 - Canadian Securities Institute
Financial Planning Supplement (FPSU) (Financial Planning and Services)
2020-2020 - Canadian Securities Institute
Financial Services Industry: Business Drivers and Challenges (FSDC) (Investments and Securities)
2019-2020 - Canadian Securities Institute
Portfolio Management Techniques Using ETFs (Investments and Securities)
2018-2018 - Canadian Securities Institute
Portfolio Management Techniques (PMT) (Investments and Securities)
2017-2017 - Canadian Securities Institute
Advanced Investment Strategies (AIS) (Investments and Securities)
2016-2016 - Canadian Securities Institute
90-Day Registered Representative (RR) Licensing Program (Investments and Securities)
2016-2016 - Canadian Securities Institute
Wealth Management Essentials Course (WME) (Investments and Securities)
2015-2015 - Canadian Securities Institute
Conduct and Practices Handbook (CPH) (Ethics)
2014-2014 - Canadian Securities Institute
Personal Financial Services Advice (PFSA) (Financial Planning and Services)
2010-2010 - Canadian Securities Institute
Financial Planning I (FP I) (Financial Planning and Services)
2010-2010 - Canadian Securities Institute
Canadian Securities Course (CSC) (Investments and Securities)
2007-2007 - Saskatchewan Polytechnic
Business (Finance)
2005-2007
Shawn Fleming Summary
- Shawn Fleming, based in Regina, SK, CA, is currently a Wealth Advisor at CIBC Wood Gundy. Shawn Fleming brings experience from previous roles at CIBC Wood Gundy and Farm Credit Canada. Shawn Fleming holds a 2020 - 2021 Certified Financial Planner® (CFP®) in Financial Planning and Services @ FP Canada. Shawn Fleming has 2 emails on RocketReach.
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