Vicky Liu

Vicky Liu
Vicky Liu

Investment Advisor

CFA®

CPA

Investing, for Life.
Every story, matters.

Phone

Office

(416) 415-1116

Office Location

5140 Yonge Street Suite 1600 North York, ON M2N 6L7. map

See Additional Office Locations

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.

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.

Phone

Fax

(416) 512-6224

Branch Phone

(416) 512-6788

Branch Fax

(416) 512-6224

Certificates

CFA®

CPA

Languages

English

Mandarin

Education

University of Toronto Scarborough - B.B.A

Community Involvement

Toronto Region Immigrant Employment Council - Mentor