William Reid Cfp

William Reid, CFP, PFP, currently serves as an Investment Planning Consultant at Servus Credit Union since April 2023. Prior experience includes a role as an Investment and Retirement Planner at RBC from October 2021 to March 2023 and as a Mobile Investment Consultant at CIBC from August 2015 to October 2021, where Reid also held the position of Financial Services Representative. Prior to that, Reid worked as a Sales Representative at Encore Market Engagement from October 2011 to August 2015. William Reid obtained an Associate's degree in Telecommunications Engineering from the Northern Alberta Institute of Technology (NAIT) between 2007 and 2010 and is currently pursuing a CSC in Investments and Securities through the Canadian Securities Institute.