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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

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Money Talk

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U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

Money Talk Life

Life: your family, money, job, home -- we help you connect the dots.

Planning a winning RRIF strategy

If you're gearing up to retire in the next few years, you might start thinking about your various income sources. Converting your Registered Retirement Savings Plan (RRSP) to a Registered Retirement Income Fund (RRIF) is just one part of the retirement planning puzzle. Georgia Swan, Tax and Estate Planner with TD Wealth, speaks with Greg Bonnell about what to consider when drawing down your RRIF.

TD Economics

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

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

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