Estate Planner

Carrie (Chenchen) Qi, MBA, CFP®, CIM®, PFP® | Wealth Advisor | CIBC Wood Gundy | CIBC Private Wealth | 150 Caroline St. S, 3^rd Floor, Waterloo, ON | Tel: 519-570-4098 | Carrie.Qi@cibc.com

Book time with Qi, Chenchen (Carrie)

Many people try to manage their finances by picking up tips from friends, family, or online sources. It feels quick and familiar, but often leads to advice that doesn’t quite fit together. The reality is that every part of your financial life, retirement, taxes, investments, and protecting your loved ones, is deeply connected.

Problems from this patchwork approach usually go unnoticed until a stressful moment hits. Maybe you need cash during a market downturn, your retirement income isn’t what you expected, or you’re faced with complicated paperwork after losing a loved one. These challenges can be overwhelming if your financial plan isn’t coordinated.

Personalized financial planning and investment management are designed to solve this. A tailored plan brings all the pieces together, showing you exactly where you stand and how each part supports your goals. With a caring advisor who understands your unique situation and works directly with your accountant and lawyer, you’ll have guidance and support when it matters most.

Bio:

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, taking a holistic view of your finances and crafting tailored investment strategies that align perfectly with your aspirations. Whether you are looking to build a robust retirement fund, secure your family’s legacy, 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 customer service, with trust and transparency being the cornerstones of my practice.

When not working, I enjoy going for a long run, competing in ballroom dancing and practicing Argentine Tango, hiking with friends, family, and my standard poodle boy, Charcoal. I also profoundly care about social impact and drive to make a positive difference in people's lives and contribute to the betterment of society.