Pat Flemming

Senior Wealth Advisor

Session Details:

One of the most popular sessions every year, our Advisor Panel this year features three of your colleagues who each have a distinct approach to drawing on the strength of business partnerships to build and grow their businesses. Join Dave Nicholson, for an engaging conversation with Renée Rebelo, Pat Flemming and Stewart Fortune on how they are engaging clients in the current environment, what’s influencing how they deliver advice, how they’re elevating their client experience and delivering better client outcomes. 

Bio:

With over 19 years in the financial service industry and with a Certified Financial Planner designation, Pat Flemming has become a “go-to” resource for Nova Scotia families who want to

pay less tax, protect their wealth and achieve their financial goals.

His strength as a communicator allows him to translate complex financial planning concepts into

plain English for all of his clients – whether they’re working towards retirement or living their retirement dreams. He has also developed a systematic approach to help entrepreneurs who are looking to achieve a smooth exit from their business – either through transition to a new generation, a new owner or some other creative solution to fund a retirement lifestyle.

Prior to joining Investment Planning Counsel, Pat held progressively more senior roles with one of the country’s largest investment management firms and facilitated numerous public presentations on investment management.

In his younger days, Pat played Varsity Football at Saint Francis Xavier University where he graduated with a BBA. Today, Pat can be found coaching children’s hockey or enjoying time at home with his wife Sandra and their two children, Cooper

and Grace.