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Vicky Liu

Investment Advisor

  • CFA®
  • CPA, CMA

Investing, for Life.
Every story, matters.


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

A very close family member of mine lost most of his retirement savings in a market crash; I have also seen a close friend struggle during a sudden life change and not only had to deal with emotional loss, but also a financial loss. If you asked me why I decided to become an Investment Advisor, here is the reason – 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.

As I always start my client meetings by listening to your story, here is a bit of mine:

I graduated from the University of Toronto with a Bachelor of Business Administration degree. I also hold the Chartered Financial Analyst (CFA) and Chartered Professional Accountant (CPA, CMA) designations. In 2011, I began my career in the financial services industry in Toronto. Since then, I've enjoyed every moment working in this fast paced yet inspiring industry.

As an Investment Advisor at TD Wealth Private Investment Advice, I provide each of my client with highly personalized investment strategies by building customized portfolios using stocks, bonds, alternative investments etc. In an open architecture format, I build portfolios diversified across asset classes with hedging strategies to potentially mitigate risk. Working with TD Specialists, I also provide wealth management services, including long term retirement planning, efficient tax strategies and multi-generation estate planning strategies to my clients. A few of the life stages I specialize in: 

New to Canada (Immigrant) 
- Getting married or divorced 
New born and saving for your kid's education  
Planning for retirement  
- Buying or selling a house 
- Starting or divesting a business 
- Charitable giving   

Outside of work, you would most likely find me in the gym doing heavy weight training or with my boxing trainer punching bag early in the morning. I also love yoga, hiking, travelling and tasting new cuisine my husband makes at home.


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- New: Major Canadian Tax Deadlines and Dates due to COVID-19    
Stick to the Plan, Staying Invested 
COVID -19 and your business: Where to find financial relief 
- What if I can’t pay my mortgage? 
- Market Overview under COVID - 19

ADDITIONAL CONTACT

Branch Office: (416) 512-6788
Branch Fax: (416) 512-6224

LANGUAGES

English, Mandarin

EDUCATION

University of Toronto Scarborough - B.B.A, CFA Institute - Chartered Financial Analyst, CPA Institute - Chartered Professional Accountant

COMMUNITY INVOLVEMENT

Toronto Region Immigrant Employment Council - Mentor, Chartered Professional Accountant Association - Mentor

Getting to know the full picture

What is Behavioural Finance

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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Rate shock rocks stocks: Why markets fear rising rates

Yields on U.S. Treasuries have been rising recently, triggering a sharp selloff in equity markets. Anthony Okolie speaks with Scott Colbourne, Managing Director, TD Asset Management, about what the latest volatility means for your investment portfolio.

Ask MoneyTalk: What can I do now to protect my savings from getting taxed?

If you've been saving diligently in your RRSP over the years, you may not realize you have to pay tax — maybe a significant amount — when you retire and withdraw on those savings. Kim Parlee talks to Treva Newton, a Tax and Estate Planner with TD Wealth, about developing a plan for those taxes now, before it's time to draw on your savings.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | 2020, We Hardly Knew Ye

Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

5 super cool facts about your TFSA

Many Canadians love their Tax-Free Savings Accounts and no wonder — they are one of the best tools available to save for your financial goals. Here are five amazingly cool things you may not know about your TFSA.

The 2021 Money Makeover

Many of us will look back on 2020 as a year of great hardship and we may all be eager to turn the calendar and hope for brighter news for the world in 2021. If your finances took a hit or you want a new start for your money, here are 10 things to consider.

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