Josselyn Flemming Wealth Management Group of RBC Dominion Securities

09/26/2023

Congratulations to our very own Shannon Goodine for achieving her Associate title.

On behalf of the RBC DS Saint John branch management team, congratulations to Shannon Goodine on being named Associate. This achievement is a testament to Shannon's dedication to industry knowledge and continuing education. Congratulations Shannon!

03/21/2023

We can help, get in touch today!

Financial education, combined with advice and practical experience, can help set the stage for a lifetime of informed and confident financial decision-making. But financial education isn't always easy to find.

That's why our team supports our clients and their family members as they develop their financial literacy skills.

Personalized financial education for you and your family

We are pleased to offer one-on-one meetings for your children, grandchildren and other family members with our in-house financial educator, Stephanie Dean.

Stephanie has 20 years of combined experience in financial planning and teaching young adults. She brings passion and enthusiasm to these informative meetings, and personally curates a selection of appropriate resources following each engagement.

Designed to address the topics that are of most interest to you and your family, these meetings can be customized to include your choice of the following subjects:

• Budgeting
• Income and taxation
• Banking services
• Interest
• Credit
• Account types
• Wealth stage plans
• Financial documentation
• Asset classes
• Markets and investment vehicles
• Risk and diversification
• Risk tolerance
• Building a portfolio
• Understanding fees
• Insurance
• Charitable giving
• Trusts
• Wealth Transfer
• Wills and estates

Contact us to discuss how we can provide valuable financial literacy resources for you and your family.

03/21/2023

Join us for a virtual discussion exclusively for business owners presented by RBC business banking, wealth management, employee wellness and private banking. You will enjoy insights from guest speakers Abby Kassar, VP, Business Owner Specialist and Grant Henri, VP, Business Owner Specialist from Family Office Services, RBC Wealth Management. RSVP here: https://ca.rbcwealthmanagement.com/web/NovaScotia/business-owner-solutions

Discover how together, we can help you protect your life's work.

12/13/2022

Our own Amanda McHugh and Shannon Goodine were named as the One RBC Team Award winners by RBC Dominion Securities. Congratulations Team!

Throughout the year we recognize colleagues for going above and beyond for our clients and our business. We are so pleased that this year, Amanda McHugh and Shannon Goodine received the One RBC Team Award for their outstanding collaborative efforts that have had a positive impact in our office and our community.

Congratulations!

11/29/2022

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www.rbcwealthmanagement.com

11/03/2022

Do you have a Will? ⚖️

www.rbcwealthmanagement.com

11/03/2022

www.rbcdssaintjohn.com

10/07/2022

Meet the Josselyn Flemming Wealth Management Group of RBC Dominion Securities Administration team!

Amanda McHugh joined the team in 2018 and is often the first point of contact for our clients. She has over 20 years of experience in the investment industry, including roles as Branch Operations Manager, Investment Representative, and Insurance Marketing Associate. Amanda's considerable skills and management experience make her an integral part of the team and client experience.

Outside of the office, Amanda is married to Ryan with three children. She enjoys cooking, gardening, music, and spending time with her family.

Shannon Goodine joined the team in 2019. She joined RBC Dominion Securities after a 16 year career in banking, holding a series of roles with increasing responsibility, including Assistant Branch Manager. Throughout her career, she has been focused on clients and uses her considerable skills to enrich the client experience.

A native of Bathurst NB, Shannon is married to Jonathan and enjoys spending time with family and travelling abroad.

10/06/2022

Josselyn Flemming Wealth Management Group of RBC Dominion Securities the next generation!

Meet Peter Josselyn, Associate Investment Advisor and James Flemming, Investment Advisor.

Peter Josselyn began work in the investment industry in 2015. His focus within the team is often on financial and investment strategy and retirement and estate planning.

After returning home from Toronto in 2009, he ran a consulting company while completing an MBA degree and later worked as a policy advisor to the provincial minister of health.

Outside of work, he has been involved with many boards and community projects, especially those focused on stewardship. He is restoring a 125-year-old home in Saint John and is part of a local community garden.

James Flemming is the newest member of the team, beginning in 2021. Prior to joining RBC Dominion Securities, he spent his career working in various roles for a Big 4 accounting firm and within the corporate finance department of one of the largest private companies in Canada. These previous roles have given him over 10 years advising executive teams and business owners on accounting, corporate finance, tax planning, risk management and return on capital.

James holds a Bachelor's Degree in Engineering from the University of New Brunswick, successfully completed his Chartered Accountants designation in 2014 and is currently a level 3 Certified Financial Analyst candidate.

Born and raised in the Greater Saint John area, James currently resides in Quispamsis, New Brunswick with his wife Kayla and two young children. Away from the office he enjoys playing golf and hockey and spending time with family and friends.

10/05/2022

Meet Glenn Josselyn, Senior Portfolio Manager and Peter Flemming, Senior Investment Advisor of Josselyn Flemming Wealth Management Group of RBC Dominion Securities

Glenn T. Josselyn has over 25 years of wealth management experience. He joined RBC Dominion Securities in 2001.

His previous career as a Chartered Accountant focused on business consulting, specifically client needs related to estates, trusts, investment management companies, and service to entrepreneurs. For his entire professional career, he has been driven by strong client relationships.

Outside of his wealth management practice, he serves on a pension advisory committee for a substantial Atlantic Canadian private enterprise and is a member and director of a large private family foundation. Glenn was involved with the Canadian Cancer Society for over 25 years at the board level in New Brunswick and nationally. He served as New Brunswick President, National Treasurer and chair of the national investment and pension committees.

He is married to Sharon with two grown children and two grandchildren. He enjoys golfing and spending time seasonally in Florida.

Peter A. Flemming has over 20 years experience in the investment industry. In 2008, he and Glenn Josselyn established Josselyn Flemming Wealth Management Group and have established a book of business that aligns with their personal and professional backgrounds.

Prior to joining RBC Dominion Securities, Peter led a family business enterprise and was in private practice with a Saint John legal firm. He is a University of New Brunswick graduate and a Beaverbrook scholar in law.

Peter is married to Lynn and has four grown children and eight grandchildren.

He is actively involved in his local church as an Elder and Treasurer. Recreationally he enjoys spending time with family, reading, outdoor activities, and travel.

10/04/2022

Peter and Glenn designed a wealth management group to provide client-focused fiduciary expertise. Combining their complementary experience in law and accounting, they provide investment counsel with integrity and based on the highest professional standards. 21 years later, the roster of clients and the team have grown, while the founding philosophy is unchanged.

Josselyn Flemming Wealth Management Group was founded to stand the test of time and to create lasting impact with clients. This is accomplished by deep investment and planning expertise and by always putting clients first. Fiduciary responsibility is an obligation, as stewards of clients’ savings, to ensure that clients’ interests come first. For our clients, this creates transparency and reliability.

The combined team expertise is comprehensive and robust. This professional knowledge is accompanied by the values and principles honed over decades of nurturing client relationships.

The investment style is consistent, client-focused, and dedicated to long-term creation and preservation of wealth. Over the years, they have designed a strategy for clients where return is not based on chance and unnecessary risk. Portfolio returns are replicable and based on strategy, not happenstance.

We would be pleased to speak with you about your financial objectives. Please feel free to contact us today.