Maggie Liu
Wealth and Investment Advisor @RBC Dominion Securities
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WORK HISTORY
Wealth and Investment Advisor @RBC Dominion Securities
Calgary, AB, CA
EDUCATION
CFA Institute
Chartered Financial Analyst (CFA)
FPSC
Certified Financial Planner (CFP)
University of Regina
Bachelor of Science (BS)
SKILLS
ABOUT MAGGIE LIU
Why should you work with our team? We offer a Family Office experience designed to simplify and enhance your financial affairs. Our clients range from busy executives, successful business owners, and well-established families, to philanthropists and non-profit organizations. Each has unique needs and we\'re here to meet them. We\'ve not only helped clients build and secure wealth, but also guided them in transferring their wealth to the next generation in a tax-efficient manner and leaving meaningful legacies. Our team is committed to providing our clients with personalized, high-quality service. We believe in building long-term relationships with our clients based on trust, integrity, and mutual respect. Schedule a consultation to discuss how we can add additional value to your wealth planning. https://ca.rbcwealthmanagement.com/Maggie.Liu/contact
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