Wendy Seto
Senior Wealth Advisor
Wendy Seto, CFP, MBA is an Investment Advisor at CIBC Wood Gundy, and over the last 20 years, she has helped affluent individuals and families achieve their financial goals. She specializes in creating customized portfolios that balance risk and return, as well as providing comprehensive financial planning services that cover retirement, estate planning and insurance needs. Wendy is passionate about building long-term relationships with her clients and delivering exceptional service.
As a Certified Financial Planner, and a holder of the Executive MBA from the Rotman School of Management, Wendy has the knowledge and experience to navigate the complex and ever-changing financial landscape. She is committed to stay on top of the industry and providing her clients with unbiased and objective advice. Wendy’s value proposition is to help her clients grow and protect their wealth, while also giving them peace of mind and confidence in their financial future.
Wendy is fluent in English, French, Mandarin, and Cantonese which allows her to communicate with a diverse range of clients and partners. Wendy lives in Richmond Hill, Ontario with her husband and son. She enjoys hiking and travelling the world. She is an active member of her community and volunteers for local charities and causes.
Wendy Seto
Wendy Seto, CFP, MBA is an Investment Advisor at CIBC Wood Gundy, and over the last 20 years, she has helped affluent individuals and families achieve their financial goals. She specializes in creating customized portfolios that balance risk and return, as well as providing comprehensive financial planning services that cover retirement, estate planning and insurance needs. Wendy is passionate about building long-term relationships with her clients and delivering exceptional service.
As a Certified Financial Planner, and a holder of the Executive MBA from the Rotman School of Management, Wendy has the knowledge and experience to navigate the complex and ever-changing financial landscape. She is committed to stay on top of the industry and providing her clients with unbiased and objective advice. Wendy’s value proposition is to help her clients grow and protect their wealth, while also giving them peace of mind and confidence in their financial future.
Wendy is fluent in English, French, Mandarin, and Cantonese which allows her to communicate with a diverse range of clients and partners. Wendy lives in Richmond Hill, Ontario with her husband and son. She enjoys hiking and travelling the world. She is an active member of her community and volunteers for local charities and causes.