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Erica Ng, Cfp® Email & Phone Number

Personal Banking Officer at Canadian Western Bank
Location: Vancouver, British Columbia, Canada 9 work roles 2 schools
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
Canadian Western Bank
Role
Personal Banking Officer
Location
Vancouver, British Columbia, Canada
Company size
1608 employees

Who is Erica Ng, Cfp®? Overview

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Quick answer

Erica Ng, Cfp® is listed as Personal Banking Officer at Canadian Western Bank, a company with 1608 employees, based in Vancouver, British Columbia, Canada. AeroLeads shows a matched LinkedIn profile for Erica Ng, Cfp®.

Erica Ng, Cfp® previously worked as Financial Services Associate at Cibc Wood Gundy and Associate Investment Advisor at Td. Erica Ng, Cfp® holds Ba, Economics & Business Admin. from Simon Fraser University.

Company email context

Email format at Canadian Western Bank

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Canadian Western Bank

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Profile bio

About Erica Ng, Cfp®

Erica brings extensive experience in the investment industry, from her time working at TD Wealth, HSBC Securities Inc., BMO Nesbitt Burns and National Bank Financial. Erica was born in Hong Kong and moved to Canada at the age of 13. She began her career in investment management over 15 years ago, after graduating with a degree in Economics and Business Administration from Simon Fraser University. Erica is a Certified Financial Planner (CFP), holding the securities and life insurance license. She continues to expand her knowledge of the financial industry and is currently pursuing the Chartered Investment Manager (CIM) designation.

Current workplace

Erica Ng, Cfp®'s current company

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Canadian Western Bank
Canadian Western Bank
Personal Banking Officer
edmonton, alberta, canada
Website
cwb.com
Employees
1608
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Company profile
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9 roles · 22 years

Erica Ng, Cfp® work experience

A career timeline built from the work history available for this profile.

Personal Banking Officer

Current
Canadian Western Bank

Vancouver, British Columbia, Canada

Nov 2024 - Present

Financial Services Associate

Cibc Wood Gundy

Vancouver, British Columbia, Canada

Jan 2024 - Jul 2024

Associate Investment Advisor

Td

Vancouver, British Columbia, Canada

Jan 2022 - Jan 2024

Client Relationship Associate

Td Wealth Private Investment Advice

Vancouver, British Columbia, Canada

Oct 2019 - Jan 2022

Assistant Investment Advisor

Td Wealth Private Investment Advice

Vancouver, British Columbia, Canada

Jan 2018 - Oct 2019

Investment Representative

Bmo Nesbitt Burns

Vancouver, Canada Area

Oct 2012 - May 2014

Senior Sales Associate

Hsbc
Jan 2009 - Dec 2011

Customer Service Rep

Hsbc
2004 - 2005 ~1 yr
Team & coworkers

Colleagues at Canadian Western Bank

Other employees you can reach at cwb.com. View company contacts for 1608 employees →

JM Jonathan Murphy Jonathan Murphy Colleague at Canadian Western BankRed Deer County, Alberta, Canada, Canada View → PG Philippe Gaudreault Philippe Gaudreault Colleague at Canadian Western BankEdmonton, Alberta, Canada, Canada View → LD Louis De Jager Cpa, Ca Louis De Jager Cpa, Ca Colleague at Canadian Western BankGreater Toronto Area, Canada, Canada View → HB Himani Bhatia Himani Bhatia Colleague at Canadian Western BankGreater Vancouver Metropolitan Area, Canada View → MP Monique Petrin Nicholson Monique Petrin Nicholson Colleague at Canadian Western BankEdmonton, Alberta, Canada, Canada View → SB Sean Breckon, Cpa, Cma Sean Breckon, Cpa, Cma Colleague at Canadian Western BankGreater Edmonton Metropolitan Area, Canada View → EO Eziaku Odimuko Eziaku Odimuko Colleague at Canadian Western BankEdmonton, Alberta, Canada, Canada View → SK Smitha Kurpad Smitha Kurpad Colleague at Canadian Western BankCalgary, Alberta, Canada, Canada View → LW Lana Wilde Lana Wilde Colleague at Canadian Western BankCalgary, Alberta, Canada, Canada View → CC Carlos Cartagena, Cfa Carlos Cartagena, Cfa Colleague at Canadian Western BankEdmonton, Alberta, Canada, Canada View →
2 education records

Erica Ng, Cfp® education

FAQ

Frequently asked questions about Erica Ng, Cfp®

Quick answers generated from the profile data available on this page.

What company does Erica Ng, Cfp® work for?

Erica Ng, Cfp® works for Canadian Western Bank.

What is Erica Ng, Cfp®'s role at Canadian Western Bank?

Erica Ng, Cfp® is listed as Personal Banking Officer at Canadian Western Bank.

Where is Erica Ng, Cfp® based?

Erica Ng, Cfp® is based in Vancouver, British Columbia, Canada while working with Canadian Western Bank.

What companies has Erica Ng, Cfp® worked for?

Erica Ng, Cfp® has worked for Canadian Western Bank, Cibc Wood Gundy, Td, Td Wealth Private Investment Advice, and National Bank Financial.

Who are Erica Ng, Cfp®'s colleagues at Canadian Western Bank?

Erica Ng, Cfp®'s colleagues at Canadian Western Bank include Jonathan Murphy, Philippe Gaudreault, Louis De Jager Cpa, Ca, Himani Bhatia, and Monique Petrin Nicholson.

How can I contact Erica Ng, Cfp®?

You can use AeroLeads to view verified contact signals for Erica Ng, Cfp® at Canadian Western Bank, including work email, phone, and LinkedIn data when available.

What schools did Erica Ng, Cfp® attend?

Erica Ng, Cfp® holds Ba, Economics & Business Admin. from Simon Fraser University.

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