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

Michelle Liu Wealth Management

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    • Our team
    • Approach
  • Services
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  • Market insights
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Our team

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

About Wood Gundy

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 800 advisors in 100 locations across the country, we continue to provide clients with expert advice and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and financial planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession
 

OUR TEAM

We all have unique goals. Our team is committed to providing a strong advisory relationship rooted in financial expertise and professionalism.

 
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Michelle Liu

Michelle Liu, CFA, Pl. Fin, TEP

Senior Portfolio Manager

Senior Wealth Advisor

Tel:

(514) 392-4823

Email:

Michelle.Liu@cibc.com

In the world of Wealth Management, Michelle defines the standard by which professional excellence is measured. The success she has achieved is a testament to the passion with which she approaches her work.

You can safely say that Michelle is self-made. Having arrived on her own from China at the age of 17, she spent her formative years in Quebec studying finance and accounting. The need to quickly adapt to a new culture and language strengthened her character and resolve and this has helped shape who she is today. In the same way that she forged a new life in Canada, Michelle also built her business, from scratch.

She has spent the last 21 years working with clients from very diverse cultural and ethnic backgrounds. This has given her a great comprehension and insight on what at once makes us unique as well as unites us all. A client's money is a very intimate and personal matter. For Michelle, not only are the right investment decisions the key to a successful business relationship, but equally important is a profound understanding of who the individual client is.

Michelle believes that the most important values to uphold in relationships with others are honesty, integrity, and authenticity. These are the traits to which she adheres to in her interactions with clients. Her genuine compassion and empathy for others allow her to connect on a more personal level with her clients. Michelle recognizes that they are not just mere numbers but people with specific requirements, concerns, and important life goals. She is dedicated to her work and strives to fulfill every client's individual needs.

With her insatiable thirst for knowledge, it is no surprise that in her spare time Michelle enjoys reading and learning. Among her favorite quotes, one is " The unexamined life is not worth living". Yet another side of her personality is her love of laughter. She is always open to hearing a good joke and loves telling them. Sometimes she even dreams of one day doing stand-up comedy. She shares her life with her husband Wayne and together they are the proud parents to one son.

*Michelle is a Chartered Financial Analyst, one of the most highly regarded credential in the global financial industry. She is also a Certified Financial Planner (F.Pl), as well as a member of the Society of Trust and Estate Practitioners (STEP), a prestigious global organization whose members are recognized as leading experts in tax and estate planning.

Milton Zhang

Milton Zhang, B.Comm., CIM®

Client Associate

Tel:

(514) 392-7670

Email:

Milton.Zhang@cibc.com

headshot

Yilan Hao, Pl. Fin

Client Associate

Tel:

(514) 392-4816

Email:

yilan.hao@cibc.com

Michelle Liu

Michelle Liu, CFA, Pl. Fin, TEP

Senior Portfolio Manager
Senior Wealth Advisor
(514) 392-4823
Opens in your telephone provided application.
Michelle.Liu​@cibc.com
Opens in your email provided application. Opens in a new tab.

In the world of Wealth Management, Michelle defines the standard by which professional excellence is measured. The success she has achieved is a testament to the passion with which she approaches her work.

You can safely say that Michelle is self-made. Having arrived on her own from China at the age of 17, she spent her formative years in Quebec studying finance and accounting. The need to quickly adapt to a new culture and language strengthened her character and resolve and this has helped shape who she is today. In the same way that she forged a new life in Canada, Michelle also built her business, from scratch.

She has spent the last 21 years working with clients from very diverse cultural and ethnic backgrounds. This has given her a great comprehension and insight on what at once makes us unique as well as unites us all. A client's money is a very intimate and personal matter. For Michelle, not only are the right investment decisions the key to a successful business relationship, but equally important is a profound understanding of who the individual client is.

Michelle believes that the most important values to uphold in relationships with others are honesty, integrity, and authenticity. These are the traits to which she adheres to in her interactions with clients. Her genuine compassion and empathy for others allow her to connect on a more personal level with her clients. Michelle recognizes that they are not just mere numbers but people with specific requirements, concerns, and important life goals. She is dedicated to her work and strives to fulfill every client's individual needs.

With her insatiable thirst for knowledge, it is no surprise that in her spare time Michelle enjoys reading and learning. Among her favorite quotes, one is " The unexamined life is not worth living". Yet another side of her personality is her love of laughter. She is always open to hearing a good joke and loves telling them. Sometimes she even dreams of one day doing stand-up comedy. She shares her life with her husband Wayne and together they are the proud parents to one son.

*Michelle is a Chartered Financial Analyst, one of the most highly regarded credential in the global financial industry. She is also a Certified Financial Planner (F.Pl), as well as a member of the Society of Trust and Estate Practitioners (STEP), a prestigious global organization whose members are recognized as leading experts in tax and estate planning.

Milton Zhang

Milton Zhang, B.Comm., CIM®

Client Associate
(514) 392-7670
Opens in your telephone provided application.
Milton.Zhang​@cibc.com
Opens in your email provided application. Opens in a new tab.

Yilan Hao, Pl. Fin

Client Associate
(514) 392-4816
Opens in your telephone provided application.
yilan.hao​@cibc.com
Opens in your email provided application. Opens in a new tab.
 
 
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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

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.