Jack Liu
Senior Consultant, National Estate Planning @Co-operators
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WORK HISTORY
Senior Consultant, National Estate Planning @Co-operators
Calgary, AB, CA
Jack trains financial advisors and insurance agents on estate planning and life insurance strategies that are suitable for their clients to meet their estate and wealth preservation objectives. He educates advisors and coaches industry practitioners such as estate lawyers and tax accountants to help them effectively grow successful and reputable advisory practices. He also provides training to financial advisors and their agency staff on how to deepen client relationship by providing world-class client experience.
EDUCATION
The University of British Columbia
Bachelor of Science (BS), Life Sciences
University of London
Bachelor of Laws - LLB
University of Liverpool
Master of Laws - LLM, International Business, Trade, and Tax Law
ABOUT JACK LIU
Jack is a senior consultant in business management, financial planning, and high net…
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