Shawn Fleming Location
Regina, SK, CA
Shawn Fleming Work
- 2020 - now Wealth Advisor @ CIBC Wood Gundy
- 2017 - 2020 Associate Investment Advisor @ CIBC Wood Gundy
- 2016 - 2017 Client Associate @ CIBC Wood Gundy
- 2014 - 2016 Sales Assistant @ CIBC Wood Gundy
- 2012 - 2014 Financial Service Representative @ Farm Credit Canada / Financement agricole Canada
- 2010 - 2012 Financial Advisor @ E-Logic Info Tech Ltd
- 2008 - 2010 Financial Services Representative @ E-Logic Info Tech Ltd
- 2007 - 2008 Customer Service Representative @ E-Logic Info Tech Ltd
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
Shawn Fleming Skills
- Investments
- Loans
- Financial Services
- Credit
- Sales
- Mutual Funds
- Portfolio Management
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. With a robust skill set that includes Investments, Loans, Financial Services, Credit, Sales and more. Shawn Fleming has 3 emails on RocketReach.
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Top CIBC Wood Gundy Employees
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2
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James Stuart
Wealth Advisor at CIBC Wood Gundy
Toronto, ON, CA11 -
Mike Miller
Senior Wealth Advisor at CIBC Wood Gundy
Toronto, ON, CA53 -
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Krista Hass
Investment Advisor at CIBC Wood Gundy
Vancouver, BC, CA23 -
Johnathan Jackson
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Kelowna, BC, CA25 -
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Shawn Fleming
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Regina, SK, CA3 -
Thomas Story
Vice President, Investment Advisor and Retirement Specialist at CIBC Wood Gundy
Oakville, Ontario, Canada11 -
55+
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Andrew Pyle
Senior Investment Advisor, Portfolio Manager at CIBC Wood Gundy
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James Dixon
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Toronto, ON, CA34
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