Florence Habel, CFP®
Senior Planner
Email
[email protected]
Office Phone
780.401.2020
Mobile Phone
780.907.8619
LinkedIn Profile
Florence Habel
Location
Edmonton, Alberta
My career in finance began with a chance meeting at an event. A casual conversation with a CIBC market VP led to an interview and a role that felt like home. Finance came naturally to me. I loved the variety, stability, and the way it challenged me to think critically. Guided by exceptional female mentors, I quickly earned a senior position and continued to rise, driven by a passion for learning and helping others.
I eventually built a book and became an investment advisor, while always keeping my focus on financial planning—which I view as the core of financial health. In 2021, a serious illness changed my outlook on life. I decided to switch gears and fully dedicate myself to my true passion, financial planning, and did so when I joined CWB Wealth in 2022.
In my view, you need a clear understanding of where you are and where you’re headed to navigate life’s financial decisions. So, I use a clear and direct approach to help simplify complex financial and tax concepts for our clients, while supporting them in making informed decisions with confidence.
Whether guiding new savers, executives, or business owners, my goal across my 17-year career has always been the same: to help stabilize emotions and provide honest, practical advice. As a bilingual planner, I’m happy to be able to support our clients in both English and French.
I hold a bachelor’s degree from the University of Waterloo in addition to the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. My learning-based approach means I’m always current with industry changes, so I can pass that knowledge onto our clients, giving them up-to-date information suited to their distinct needs.
Edmonton, Alberta
“I believe in providing clear, direct and honest advice, so our clients always know where they stand and can make informed financial decisions.”Growing up as a first-generation Canadian with parents from France, I split my childhood between these two countries. Constantly adapting to new environments and learning English as a second language taught me to navigate challenges decisively—a skill I rely on today.
My career in finance began with a chance meeting at an event. A casual conversation with a CIBC market VP led to an interview and a role that felt like home. Finance came naturally to me. I loved the variety, stability, and the way it challenged me to think critically. Guided by exceptional female mentors, I quickly earned a senior position and continued to rise, driven by a passion for learning and helping others.
I eventually built a book and became an investment advisor, while always keeping my focus on financial planning—which I view as the core of financial health. In 2021, a serious illness changed my outlook on life. I decided to switch gears and fully dedicate myself to my true passion, financial planning, and did so when I joined CWB Wealth in 2022.
In my view, you need a clear understanding of where you are and where you’re headed to navigate life’s financial decisions. So, I use a clear and direct approach to help simplify complex financial and tax concepts for our clients, while supporting them in making informed decisions with confidence.
Whether guiding new savers, executives, or business owners, my goal across my 17-year career has always been the same: to help stabilize emotions and provide honest, practical advice. As a bilingual planner, I’m happy to be able to support our clients in both English and French.
I hold a bachelor’s degree from the University of Waterloo in addition to the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. My learning-based approach means I’m always current with industry changes, so I can pass that knowledge onto our clients, giving them up-to-date information suited to their distinct needs.
Beyond the Office
Family comes first for me. In 2018, I moved from Ontario to Alberta to be closer to mine, where I’m actively involved in my young nieces’ lives. I also enjoy getting to know my global family by exploring the world and other cultures.