Alice Lin, CFP®, FCSI®, MBA
Wealth Advisory Associate
With over 17 years of experience assisting clients with their investment and retirement planning practices, Alice joined CWB Wealth Management in 2018 to focus on creating holistic financial plans for business owners and their families. She also holds the Advanced Estate Planning and Trust Strategies certificate from Canadian Securities Institute. Alice’s main goal is to work with CWB Wealth Management in-house experts to help you make well-informed decisions at every stage of your life journey; she treats your financial goals with the same care and interest that she devotes to her own.
Outside of her career, Alice's second mission in life is to explore the world and all the culinary experiences it offers. Her vacations are tastier than they look.