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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Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Estate planning misconceptions: Why a Will may not be enough
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Estate planning misconceptions: Why a Will may not be enough
Estate planning is often thought of as simply having a Will in place for the end of life. But Mindi Banach, Tax and Estate Planner at TD Wealth, says an estate plan can do much more: it can help create a plan for your loved ones and clarify the legacy you want to leave behind. She also shared what to consider when getting started.
Health-care costs?
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Health-care costs?
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Cottage succession: How to pass on a legacy and not potential complications
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Cottage succession: How to pass on a legacy and not potential complications
A cottage can be a meaningful legacy, but passing it on raises key questions around ownership and logistics. Nicole Ewing, Principal, Wealth Planning Office, TD Wealth says early conversations on taxes, usage and shared responsibilities are important along with understanding fair market value, adjusted cost base and family intentions.