Pat Flemming

Senior Wealth Manager at Investment Planning Counsel

Pat Flemming, CFP has over 15 years of experience in the financial service industry and currently serves as the Senior Wealth Manager at Investment Planning Counsel. With a background in accounting and information systems, Pat is known for their ability to simplify complex financial planning concepts for their clients in Nova Scotia. Prior to their current role, Pat also held the position of Vice President, Sales & Marketing at CI Investments Inc. and obtained the Certified Financial Planner designation from the Financial Planning Standards Council.

Location

Halifax, Canada

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Investment Planning Counsel

Investment Planning Counsel (IPC) is one of Canada's leading independent wealth managers. We are a diverse group of people all driven towards one goal: helping our advisors build a better business. We support over 700 advisors who manage more than $30 billion in investments for over 200,000 Canadians. Our advisors help investors live their dreams through sound financial planning and comprehensive wealth management advice. We have strong family ties to some of Canada’s strongest and most prominent financial firms - Canada Life and Power Financial Corporation.


Employees

501-1,000

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