Vicky Liu, CFA, CPA

Associate Portfolio Manager

Senior Investment Advisor

A letter from Vicky Liu:

Investing is a lifelong journey. Every story of yours matters to me.

Throughout my career in the financial field, I’ve seen individuals navigate significant market downturns that impacted their retirement savings, as well as major life transitions that brought both emotional challenges and financial strain. If you asked me why I decided to become an Investment Advisor, the answer is simple - with all my experience, expertise, network and most importantly my understanding of people's unique values and goals, I want to stand by each of my clients as they embark upon their unique financial journeys. I want to ensure they are never alone and are always provided with care.

Sze Yee Ling, LLB, CFP®

Investment Advisor

A letter from Sze Yee Ling:

I believe investing is never just about numbers — it’s about people, families, and the legacies they hope to build.

Early in my career as a tax litigator and planner at a Toronto law firm, I worked closely with high and ultra-high net worth families navigating complex tax and legal challenges. What I came to understand quickly was this: behind every structure, every corporate reorganization, every trust document, there was a family story — with real hopes, tensions, obligations, and long-term aspirations.