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James Financial Advisory Group

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Address 77 Westmorland Street Suite 770 Fredericton NB, E3B 6Z3
Telephone Number (506) 451-8722
Email Email us
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The James Financial Advisory Group is an experienced wealth advisory team providing clients with peace of mind throughout the shifting stages of their financial lives. Chris James, CPA, CA, Wealth Advisor joined CIBC Wood Gundy in autumn 2015 after a 10+ year career as a Chartered Accountant in the accounting industry. Jakub Bundil, CFP, Investment Advisor spent over a decade in the financial industry before joining CIBC Wood Gundy in 2021, becoming a member of the James Financial Advisory Group in winter 2025. Lindsey Haines, PFP, Financial Associate began her career with CIBC Wood Gundy in 2006 straight out of University. Lindsay Herron, Client Associate joined the team in 2019, after her career out West in finance in the oil and gas industry, and 6 years in retail banking here in New Brunswick.

The James Financial Advisory Group’s goal is to help clients manage, enhance and protect their wealth. With the complimentary skill set assembled within the group, the James Financial Advisory Group is exceptionally well positioned to assist clients with their unique financial needs as they relate to investments, retirement, insurance, business transition, and estate planning.

 

Our Team

Jakub Bundil - Investment Advisor

Jakub Bundil, CFP®

Investment Advisor
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Lindsey Haines

Lindsey Haines, PFP

Financial Associate
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Lindsay Herron

Lindsay Herron

Client Associate
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Chris James

Chris James, CPA, CA

Wealth Advisor
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Jakub Bundil - Investment Advisor

Jakub Bundil, CFP®

Investment Advisor
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Lindsey Haines

Lindsey Haines, PFP

Financial Associate
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Lindsay Herron

Lindsay Herron

Client Associate
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Chris James

Chris James, CPA, CA

Wealth Advisor
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Jakub Bundil - Investment Advisor

Jakub Bundil, CFP®

Investment Advisor
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Contact us

Address

James Financial Advisory Group Address
77 Westmorland Street
Suite 770
Fredericton, NB E3B 6Z3
Telephone number: (506) 451-8722
 

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.