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

Michelle Liu Wealth Management

  • Home
  • About us
    • Our team
    • Approach
  • Services
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    • Integrated wealth management
  • Market insights
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  • Contact us

Approach

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

Her approach recognizes that no two clients are alike and she therefore takes the time to get to know them, their circumstances, their goals and aspirations. This philosophy enables her to create a relevant plan and craft the most appropriate portfolio for their individual needs. But it doesn't end there. Michelle maintains a relationship with each client to ensure the performance of their portfolios is assessed regularly, identifying refinements and changes to keep their objectives on course.

Clients describe Michelle as knowledgeable, proactive, and honest. She is transparent in her dealings with clients, careful to explain how her fees are earned in addition to the benefits and risks of any investment.

 
 
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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.