Jackie Liu, Investment Advisor,Toronto, ON

Phone

Office

Office Location

66 Wellington St W., 29th floor Toronto, ON M5K 1A2. map

"I provide my clients financial confidence through professional investment management so they can enjoy their lifestyle."

- Jackie Liu

Integrity Reliability Discipline

With over 20 years of working experience in the financial services industry, Jackie has gained a deep understanding of financial markets and extensive knowledge of a variety of investment solutions. Jackie will carefully listen and understand your circumstances and help you design and manage an investment portfolio designed to meet any of your financial goals from short-term liquidity to long-term growth.

Jackie can also leverage TD specialists to help you develop fully integrated wealth management solutions which can encompass retirement planning, estate planning, tax management, and many other key areas of your financial future.

Phone

Fax

(416) 308-6958

Branch Phone

(416) 982-6011

Branch Fax

(416) 308-6958

Certificates

CIM®

Languages

English

Chinese

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Trending Articles

Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.

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What would it take for Oscar and Lakshmi to retire five years early?

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Location, leverage, lifestyle: Is an income property right for you?

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