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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Michelle Liu Wealth Management

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关于我们 (About)

Address 1 Place Ville Marie Suite 4125 Montreal QC, H3B 3P9
Telephone Number (514) 392-4823
Email Email us
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Telephone Number Tel

关于我们

Michelle Liu 

MICHELLE LIU 刘晓,
特许金融分析师,
注册财务规划师,
信托与遗产规划师
高级投资组合经理
高级投资顾问

十八年的加拿大财富管理从业经验,刘晓不仅用实际行动刷新了人们对"专业"的定义,还代表着业内最高专业水平。秉承"全心全意为客户着想"的宗旨,刘晓为她的每一位客户提供最诚恳的理财建议和个性化的理财方案。她对工作充满热情,用专业的工作态度和灵活的工作方式使客人的利益获得最大化。

Michelle 不仅是特许金融分析师(全球金融行业享有最高声誉的资格认证),还是注册财务规划师**,以及全球精英荟萃,享誉盛名的财税和遗产规划组织(STEP)***协会会员。

多年的积累奠定了Michelle广泛的专业合作基础。她与众多本地知名会计师、律师和其他专业人士的保持了长期稳定的合作关系,令她得以在第一时间获取不同层面的最新动态和信息,并以此为客人做出更全面更完善的建议。

长久以来她始终奉行"一对一"的工作方法,真诚对待每一位客户。细致,充分了解每位客人的具体情况、理财目的和期望。她乐于与客人积极互动,并善于从互动中更深入了解客人的需求,从而及时对投资组合做出有针对性的改变,以达到每一位理财客户的最大期望值和最佳目标。

"学识渊博"、"眼光独到","诚实可靠"是客人的众多回馈中最常出现的评价。她始终以真诚之心对待客户,不仅耐心解释投资收益与风险,而且收费管理透明化,让客户清楚了解自己支付费用的标准和由来。

Michelle 曾多次以金融策略专家和行业评论员的身份亮相广播与电视节目。

Michelle作为蒙特利尔儿童医院基金会慈善顾问委员会的成员(Montreal Children's Hospital Foundation Legacy Advisor's Board),在日常生活中也热衷公益,积极回馈社会。刘晓与她的先生陈荣杰(Wayne Chan)(资深特许会计师)育有一子Alexander. 他们热爱阅读,对国际政治和文化事务都有浓厚的兴趣。

As part of her team

Milton Zhang 张宇琪 (中文,英文,法文)
 客户助理 
514 392-7670 | milton.zhang@cibc.ca

Milton Zhang

Yilan Hao 
客户助理
514 392-4816 | yilan.hao@cibc.ca

Yilan Hao.
 
 
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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.