Carrie Qi
Wealth Advisor @CIBC Wood Gundy
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WORK HISTORY
Wealth Advisor @CIBC Wood Gundy
Waterloo, ON, CA
EDUCATION
Queen's University
Master of Business Administration - MBA, Business Administration and Management, General
Saint Mary's University
Bachelor of Commerce (B.Com.), Finance
Smith School of Business at Queen's University
MBA
ABOUT CARRIE QI
With a passion for financial empowerment and a decade of experience at CIBC, I have made it my mission to guide individuals, families and businesses toward a more secure and prosperous financial future. What sets me apart is my personalized approach to every client. I believe in truly understanding your unique goals and challenges, and crafting personalized financial plan and investment strategies that align perfectly with your aspirations. Whether you are looking to build a robust retirement fund, secure your children\'s education, or simply grow your wealth, I am here to make that vision a reality. I am committed to building lasting relationships with my clients by delivering exceptional services, with trust and honesty being the cornerstones of my practice.When not working, I enjoy going for a long run, practicing Argentine Tango, spending time with my standard poodle boy Charcoal, hiking with friends, or going on a trip with family. I also profoundly care about social impact and drive to make a positive difference in people\'s lives and contribute to the betterment of
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