Louise Eng
Senior Analyst Wealth Planning Support Specialist @TD
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WORK HISTORY
Senior Analyst Wealth Planning Support Specialist @TD
Vancouver, BC, CA
EDUCATION
Financial Planning Standards Council
Certified Financial Planner
Business Career College
LLQP
University of Victoria
Biology
CSI
Professional Financial Planning Course
CSI
Canadian Securities Course
SKILLS
ABOUT LOUISE ENG
I endeavor to provide my clients with a holistic approach to financial planning where we focus on what is important to them and guide them through their present realities and challenges to their future goals. I do this through advising them on investments whether it be for a long term growth strategy or for retirement cash flow purposes, helping them set up a risk management strategy through the use of insurance, estate planning and providing them with a guide tailored to their specific situation through the use of Wealth Path software. I feel very strongly about educating my clients so they understand what their choices are and what the ramifications of those choices will be to them. I feel very strongly, that my clients are making an informed decision. I have a strong proven track record for consolidating external assets, providing simple financial help and building strong relationships with both clients and business partners.
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