Louise Eng, Cfp
About Louise Eng, Cfp
Louise Eng is a Financial Planning Specialist at CIBC in Vancouver, British Columbia, with extensive experience in financial planning and advisory roles at various financial institutions.
Title
Louise Eng, CFP, is a Financial Planning Specialist. Currently, she works at CIBC in Vancouver, British Columbia, Canada, holding this position since 2022.
Work History at CIBC
Since 2022, Louise Eng has been employed as a Financial Planning Specialist at CIBC in Vancouver, British Columbia, Canada. In this role, she focuses on creating tailored financial guides for clients using Wealth Path software and educates them to make informed financial decisions.
Previous Roles at BMO Financial Group
From 2017 to 2022, Louise Eng served as a Financial Planner at BMO Financial Group in North Vancouver. In this position, she was responsible for consolidating external assets for clients and simplifying their financial processes, while also emphasizing risk management strategies like insurance and estate planning.
Experience at Coast Capital Savings
Louise Eng held multiple roles at Coast Capital Savings between 2011 and 2017. She worked as a Financial Planner from 2013 to 2017 and as an Investment Specialist from 2011 to 2017 in the North Shore region. Her responsibilities included providing tailored financial planning services and effective investment solutions to her clients.
Financial Advisor at TD Bank Group
Prior to her roles at Coast Capital Savings, Louise Eng worked for 10 years as a Financial Advisor at TD Bank Group from 2001 to 2011. Here, she honed her expertise in delivering comprehensive financial advice and assisting clients in achieving their financial goals.
Education and Credentials
Louise Eng has a diverse educational background. She studied Molecular Biology at the University of Victoria, where she earned her Biology degree between 1998 and 2004. She also completed the Canadian Securities Course at CSI from 2006 to 2007, Professional Financial Planning Course at CSI from 2009 to 2010, and achieved her Certified Financial Planner designation from the Financial Planning Standards Council between 2012 and 2013. Moreover, she studied Life Insurance at Business Career College, earning the LLQP credential in 2013.