Tim Chen
About Tim Chen
Tim Chen is a Senior Financial Planner at CIBC in Toronto, Ontario, Canada, with a diverse background in financial planning and advisory roles at RBC and TD, as well as experience in sales and coaching.
Current Position at CIBC
Tim Chen is currently serving as a Senior Financial Planner at CIBC, a role he has held since 2017. Based in Toronto, Ontario, Canada, he leverages his extensive experience in financial planning to help clients achieve their financial goals. In his role, he focuses on providing personalized financial advice, managing investments, and developing comprehensive financial plans for his clients.
Previous Role at RBC
Before joining CIBC, Tim Chen worked at RBC as a Financial Planner, Investment Retirement Planner from 2016 to 2017 in Toronto, Ontario, Canada. During his tenure, he specialized in investment strategies and retirement planning, helping clients build and preserve wealth to secure their financial futures.
Experience at TD Bank
Tim Chen also spent four years at TD Bank from 2012 to 2016 in Toronto, Ontario, Canada. He served as a Financial Advisor and Financial Services Representative (FSR). His role involved providing clients with comprehensive financial advice, including credit analysis and structuring, investment planning, and overall financial management.
Educational Background
Tim Chen studied Engineering Design at the Southern Alberta Institute of Technology (SAIT) from 2009 to 2011. He also attended Sir Winston Churchill High School from 1998 to 2000 and William Aberhart High School from 2000 to 2001. His technical education provides a solid foundation for his analytical and problem-solving skills in financial planning.
Professional Development and Skills
Tim Chen is currently pursuing the Certified Financial Planner (CFP®) designation to enhance his professional credentials. He has expertise in credit analysis and structuring, which significantly complements his financial planning skills. Additionally, his strong background in sales and coaching contributes to his effectiveness as a financial planner, helping clients achieve their financial objectives through personalized and strategic advice.