William Teng, Cfp
About William Teng, Cfp
William Teng is a Senior Financial Planner at CIBC, specializing in investment and retirement planning, as well as credit and day-to-day banking services.
Title
William Teng holds the position of Senior Financial Planner at CIBC. He also operates as a Financial Advisor at CIBC Imperial Service. Teng has been providing personalized financial advice at CIBC since October 2006.
Work Experience
William Teng has been associated with CIBC Imperial Service since October 2006, offering his expertise as a Financial Advisor. Prior to this, he worked at CIBC as a Senior Financial Planner starting in 2004. He also has a significant tenure at TD Canada Trust, where he held various titles and worked from 1996 to 2006.
Education and Expertise
William Teng pursued multiple specialized educational programs to enhance his financial knowledge. He completed the Certified Financial Planner (CFP) course, Canadian Securities Course (CSC), Conduct Practices Handbook (CPH), Mutual Funds program, and Level 2 Life Agent qualification. His studies focused on finance, with a particular emphasis on investment and retirement planning.
Specializations
William Teng specializes in several key areas within financial planning. His expertise includes investment and retirement planning, as well as providing guidance on credit and day-to-day banking services. Teng's approach involves tailoring financial advice to meet the unique needs of his clients.