Elton Liu

Holistic Wealth Consultant @Aviso

Toronto, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2022 — Present

Holistic Wealth Consultant @Aviso

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Toronto, ON, CA

EDUCATION

2009 — 2010

Queen's University

Master of Business Administration (MBA)

2004 — 2007

Ryerson University

B.Comm, Corporate Finance and Human Resources

ABOUT ELTON LIU

I am a wealth management professional who believes everyone should have a financial plan. YES, cash flow, retirement, insurance, taxes and death can all be managed together with a financial plan.I help build financial plans, and the satisfaction that comes with knowing that the plan you just built just gave someone the confidence to be more positive about the future is unexplainable.My education includes the FCSI, MBA, CFP and TEP and using this knowledge, strive to have every Canadian know where they stand on their financial journey, and how they can improve it.

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Elton Liu — Holistic Wealth Consultant at Aviso in Toronto, CA | Unifers