Michelle Liu, CFA, Pl. Fin, TEP
Portfolio Manager
Investment Advisor
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.
Vladimir Truskov, B.Comm., CIM
Client Associate
Michelle Liu, CFA, Pl. Fin, TEP
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.