Jackie Liu

Jackie Liu

Investment Advisor

Working together to help you achieve what truly matters to you

Phone

Office

(416) 965-6275

Office Location

66 Wellington Street West 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.

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.

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.

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.

Trending Articles

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