Wendy Wen
About Wendy Wen
Wendy Wen is a Senior Financial Advisor at CIBC Imperial Service in Vancouver, holding a CFP® designation and IIROC license, with extensive experience in financial planning.
Title and Current Role
Wendy Wen holds the title of CFP®, IIROC, and serves as a Senior Financial Advisor at Imperial Service, CIBC, in Vancouver. She has been with CIBC since June 2011, providing clients with comprehensive financial planning services. Her role involves consolidating business and client relationships through a holistic approach to financial planning.
Professional Experience at CIBC
Wendy Wen has had a significant career at CIBC, starting as a Senior Financial Service Representative - Investment from 2009 to 2011. In this role, she developed foundational skills in investment management and financial services. Since 2011, she has been a Senior Financial Advisor at Imperial Service, CIBC, in Vancouver. In this capacity, she offers various financial planning services, including cash and credit management, investment and retirement planning, education planning, and wealth protection.
Previous Experience at BMO Financial Group
Prior to joining CIBC, Wendy Wen worked at BMO Financial Group as a Financial Service Manager from 2007 to 2009. During her tenure, she gained valuable experience in managing financial services and further honed her expertise in the financial industry.
Education and Credentials
Wendy Wen attended The University of British Columbia from 2004 to 2008, where she graduated with a Bachelor's degree in Economics, Commerce, and Finance. She holds a Certified Financial Planner (CFP®) designation and is IIROC licensed, demonstrating a high level of expertise and commitment to regulatory compliance in financial advising.
Focus on Comprehensive Financial Planning
Wendy Wen is dedicated to providing comprehensive financial planning services. Her areas of focus include cash and credit management, investment and retirement planning, education planning, and wealth protection planning. Her holistic approach ensures clients receive tailored financial advice that meets their unique needs and goals.