Jackie Liu
Associate Portfolio Manager & Investment Advisor
CIM®
Working together to help you achieve what truly matters to you
Phone
Office Location
"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
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.
The Latest at TD Asset Management
To tailor to a client's evolving needs, we have access to the expertise at TD Asset Management. This strategic relationship allows us to deliver legendary client experiences, comprehensive solutions, and timely advice when clients need it most. TD Asset Management Inc. (TDAM) is a leading asset manager in Canada with an expanding global presence.
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