Eric Liu
Senior Investment Counsellor @Bmo Private Wealth
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WORK HISTORY
Senior Investment Counsellor @Bmo Private Wealth
Accountable for the management and oversight of a book of large and complex private High Net Worth (HNW) client investment portfolios.• Effectively Evaluate client’s personal and investment needs and create investment policy statement, asset allocation, investment portfolio and financial plan.• Conducts client reviews and effectively adapts and modifies client portfolios and financial plans to the ever-changing client situation and financial marketplace.• Manages and continually enhances the client experience through strong relationship management.• Strong knowledge and understanding of Financial Planning principles and incorporate into each client’s personal and financial situation.• Recognized as having strong experience in discretionary money management for HNW Individuals.• Effectively implement client strategies, management of investment portfolios and ongoing evaluation of performance within parameters dictated by each client’s investment policy statement.• Effectively acquire new referrals from existing book of business.• Continuously look for ways to enhance BMO Private Banking\'s presence in the marketplace by crafting innovative business development strategies and works closely with other professionals in support of their business development activities. • Responsible for developing profitable new business leads through extensive external networks.• Strong level of understanding of the financial services, financial planning and investment management industries to effectively implement appropriate business development strategies.
EDUCATION
University of Toronto
Bachelor of Applied Science (B.A.Sc.), Economics and Computer Science
Queen's University
Master of Finance
SKILLS
ABOUT ERIC LIU
In the role of Investment Counsellor, I bring professional investment management…
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