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 16 years of working experience in financial services industry, Jackie has gained deep understanding of financial markets and extensive knowledge of variety investment solutions. Jackie will carefully listen and understand your circumstances, and help you design and manage investment portfolio 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

Languages

English

Chinese

Who we are

With decades of combined experience and a deep knowledge of the challenges that face our clients, we are well-positioned to provide clients with tailored, effective wealth management strategies. We work diligently to identify your financial objectives and then develop an investment portfolio to help you reach those objectives while staying the course through all market cycles. Helping you make better decisions is at the core of our approach.

Our balanced approach includes determining the right mix of growth and guaranteed investments that will help make your vision of success a reality. Throughout, we remain committed to offering personalized service, with an emphasis on accessibility and open communication.

Where it’s appropriate, and to assist with the development of a truly comprehensive plan, we draw on the expertise of TD Specialists who are experienced in a wide range of areas related to wealth management, including retirement planning, estate planning and trust services, insurance solutions and charitable giving strategies.

Let's Connect

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning

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.

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

Healthcare Practitioners

Retirees / Pre-retirees

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Let's Connect

Integrity Reliability Discipline

Who we are

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.