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Serena, Senior Financial Planner

Serena Qi

CFP
Senior Financial Planner
4360 Highway 7UnionvilleONL3R 1L9
905-477-2540, extension 340
serena.qi@cibc.com
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Languages
English, Mandarin
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As you move through the different stages of your life, you need financial advice that evolves with you. I’ll be the single point of contact for you and your family to discuss your planning and banking needs. In my spare time, I enjoy travelling with my family, hiking and biking with my boys, and getting together with my friends and family.I’ve been in the Canadian financial services industry since 2006.

Here are some things we can work on together

  • Credit cards
  • Retirement planning
  • CIBC GoalPlanner™
  • Loans and lines of credit

How I can help you

Whether you want to manage your debt and build your wealth or plan your retirement and estate, I can empower you to make smart financial decisions for today and your future.

We’ll meet when it's convenient for you, whether it’s in person, by phone or e-mail. We’ll chat about your goals so I can get to know you and identify opportunities, then put together a personalized plan that'll help set you up for financial success. The plan can cover anything, from how to pay for your kids’ education to tax-saving tips and credit and lending help: let's talk about your unique needs.

Are your priorities changing? Are you moving into a new stage of life? Or do you just want to check in? We can revisit your plan whenever you like to make sure it’s working for you, and evolve it as needed to optimize your finances moving forward.

I look forward to meeting with you and helping you to reach those dreams.

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Serena, Senior Financial Planner
Serena Qi
Connect with me

Investment advice and services are provided by CIBC Imperial Investor Service (IIS), a division of CIBC Investor Service Inc. (ISI), or by CIBC Securities Inc. (SI), and by SI in Quebec.

Trademarks

The CIBC logo and “CIBC Imperial Service” are trademarks of CIBC, used under license.

Investment advice and services are provided by CIBC Imperial Investor Service (IIS), a division of CIBC Investor Service Inc. (ISI), or by CIBC Securities Inc. (SI), and by SI in Quebec.

The CIBC logo and “CIBC Imperial Service” are trademarks of CIBC, used under license.

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