A letter from Vicky Liu:

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

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.

As I always start my client relationship 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 hold both the Chartered Financial Analyst (CFA®), and the Chartered Professional Accountant (CPA) 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 a Senior Investment Advisor at TD Wealth Private Investment Advice, I provide highly personalized investment strategies tailored to each client’s unique objectives. I construct customized portfolios across equities, fixed income, and alternative investments within an open architecture platform, allowing for broad diversification across asset classes. Where appropriate, I incorporate risk management and hedging strategies designed to help mitigate volatility and preserve long-term capital. Working with TD specialists, I also provide wealth management services, including long term retirement planning, efficient tax strategies, and multi-generation estate planning strategies. My goal is to ensure that every aspect of a client's financial life is aligned, intentional, and forward-looking.

Outside of work, I enjoy an active and adventurous lifestyle - boxing, scuba diving and playing the drums keep me energized. I also treasure spending time with my family, whether exploring the outdoors or just sharing everyday moments with them. Seeing my daughter's smile is a daily reminder of what truly matters.