William Teng

Senior Financial Planner

William Teng is a Senior Financial Planner and Financial Advisor at CIBC, with over 18 years of experience. Since December 2004, William Teng has provided personalized and objective financial advice, focusing on investment and retirement planning, credit, and banking services. Prior to CIBC, various roles were held at TD Canada Trust from December 1996 to October 2006, encompassing areas such as mutual funds, life insurance, and management. William Teng holds the Certified Financial Planner designation, along with certifications in CSC, CPH, and Level 2 Life Agent, complemented by a degree in Finance.

Location

Ajax, Canada

Links


Org chart

This person is not in the org chart


Teams

This person is not in any teams


Offices

This person is not in any offices