Vince Singh, Cfp, Cim, Tep
About Vince Singh, Cfp, Cim, Tep
Vince Singh is a Specialist in the Wealth Planning Group at CIBC in Ottawa, Ontario, Canada. He has extensive experience in financial planning and consulting, having worked at BMO Financial Group, Canadian Securities Institute, MD Financial Management, Independent Planning Group Inc, and MD Management Ltd.
Title
Vince Singh, CFP, CIM, TEP, serves as a Specialist at the Wealth Planning Group at CIBC. Since 2022, he has been contributing his expertise in wealth management in Ottawa, Ontario, Canada.
Current Role at CIBC
In 2022, Vince Singh began his tenure as a Specialist in the Wealth Planning Group at CIBC. He continues to serve in this role, offering his expertise in financial planning and wealth management to clients in Ottawa, Ontario, Canada.
Previous Experience at BMO Financial Group
From 2015 to 2022, Vince Singh worked at BMO Financial Group as a Financial Planner, specializing in Investment and Retirement Planning. During his 7-year tenure in Ottawa, Canada Area, he advised clients on various financial strategies to optimize their investment portfolios and retirement plans.
Experience at Canadian Securities Institute
Vince Singh served as a Consultant and Subject Matter Expert at the Canadian Securities Institute (CSI) from 2014 to 2022. Over these 8 years, he provided valuable insights and consultation on financial services education, enhancing the standards and quality of the institute’s offerings.
Role at MD Financial Management
Vince Singh served as a Financial Consultant at MD Financial Management from 2011 to 2015. In his 4 years at the firm, he specialized in providing financial consulting services to medical professionals in the Ottawa, Canada Area.
Education at Carleton University
Vince Singh completed his higher education at Carleton University, where he studied Mathematics and Economics from 1999 to 2003. His academic background laid the foundation for his career in the financial sector.