Calla Wang
Investment Advisor
Calla brings over 15 years of distinguished experience in high-caliber financial roles, including banking,lending, Private Banking and Wealth Management. As an Investment Advisor, Calla specializes in comprehensive wealth management and financial planning strategies, catering to the sophisticated needs of high-net-worth business owners, executives, professionals, and their families.
Based in Downtown Vancouver, Calla serves a discerning clientele across Greater Vancouver, the Lower Mainland, the Fraser Valley and internationally. She delivers bespoke solutions in banking, credit, and wealth management, meticulously addressing the unique needs of these diverse markets. Calla's commitment to unparalleled service is evident in her dedication to building enduring relationships founded on a deep understanding of each client's individual aspirations and objectives.
In collaboration with CIBC's team of specialists, Calla ensures a holistic suite of services, encompassing investment management, estate and legacy planning, domestic and international trust services, and sophisticated credit solutions. This integrated approach enables Calla to offer well-rounded strategies that align with her clients' short-term actions and long-term visions.
Throughout her extensive tenure at CIBC, Calla has cultivated a versatile skill set in various client-centric positions. Her clients benefit from the wealth of insights she has garnered across a range of retail banking and wealth management roles.
Calla holds a Bachelor's Degree in Business Administration and continuously enhances her expertise with key industry designations such as Personal Financial Planner (PFP®). Beyond her professional endeavors, Calla is deeply committed to community service through active volunteer work.
Outside the office, Calla enjoys a rich personal life filled with hobbies and interests that reflect her well-rounded character and commitment to both professional excellence and personal fulfillment.
Calla Wang
Calla brings over 15 years of distinguished experience in high-caliber financial roles, including banking,lending, Private Banking and Wealth Management. As an Investment Advisor, Calla specializes in comprehensive wealth management and financial planning strategies, catering to the sophisticated needs of high-net-worth business owners, executives, professionals, and their families.
Based in Downtown Vancouver, Calla serves a discerning clientele across Greater Vancouver, the Lower Mainland, the Fraser Valley and internationally. She delivers bespoke solutions in banking, credit, and wealth management, meticulously addressing the unique needs of these diverse markets. Calla's commitment to unparalleled service is evident in her dedication to building enduring relationships founded on a deep understanding of each client's individual aspirations and objectives.
In collaboration with CIBC's team of specialists, Calla ensures a holistic suite of services, encompassing investment management, estate and legacy planning, domestic and international trust services, and sophisticated credit solutions. This integrated approach enables Calla to offer well-rounded strategies that align with her clients' short-term actions and long-term visions.
Throughout her extensive tenure at CIBC, Calla has cultivated a versatile skill set in various client-centric positions. Her clients benefit from the wealth of insights she has garnered across a range of retail banking and wealth management roles.
Calla holds a Bachelor's Degree in Business Administration and continuously enhances her expertise with key industry designations such as Personal Financial Planner (PFP®). Beyond her professional endeavors, Calla is deeply committed to community service through active volunteer work.
Outside the office, Calla enjoys a rich personal life filled with hobbies and interests that reflect her well-rounded character and commitment to both professional excellence and personal fulfillment.