Chao Liang he/him
Regional Financial Planner
Chao is an accomplished financial services professional with over a decade of progressive experience in the banking and wealth management sectors across Canada. He is committed to helping individuals and families build secure financial futures through personalized planning and sound investment strategies.
He held roles as Financial Planner, Branch Manager, and Financial Services Manager in his 11 years of working with national banks across Canada.
His designations include Certified Financial Planner (CFP), Personal Financial Planner (PFP), and Branch Compliance Officer (BCO). He is also a Faculty Member of the FP Canada Institute, sharing his expertise and mentoring the next generation of financial professionals.
His formal education includes a Master of Business Administration (MBA) from Cape Breton University focusing on Community Economic Development, a Bachelor of Business Administration from Northwood University, plus an Art Diploma from Lambton College.
Beyond finance, Chao is a published author in the field of technology and a passionate musician, professionally trained in accordion and proficient in both the piano and tuba.
As part of the CU Financial Management team, Chao looks forward to opportunities where he can blend his deep financial knowledge with his strong sense of community purpose, always striving to make a meaningful impact in the lives of those he serves.
Based out of: Antigonish, NS
Financial Planning Tip: Every client has a unique story, so I tailor strategies that align with their goals and values. Design your short term goals, review short term projects, and then build your long term goal.
Chao works in partnership with Julie Renderos.