Carrie moved to Canada from China in 2009 and completed her Bachelor of Commerce in Finance with Honors at Saint Mary’s University in Halifax, NS. She spent a decade at CIBC Retail and Business Banking, working her way up and exceling in various roles including Senior Financial Advisor at Imperial Service and Branch Manager. Carrie holds the Certified Financial Planner and Personal Financial Planner designations. She also completed her MBA and Certificate of Social Impact from Queen’s University in Kingston, ON.
With knowledge and experience in personal and business banking, Carrie focuses on providing educational information and customized financial strategies for individuals, families, and business clients. She is dedicated to improving her clients’ financial literacy, and helping them find financial security. Individuals planning for retirement, retirees maintaining their lifestyles and wanting to leave a legacy, and business owners managing wealth transitions are some of her areas of expertise. Carrie often works closely with CIBC partners and external partners to provide her clients with holistic plans, and present wealth strategies that are easy to comprehend.