Mengyao Liu
Investment Retirement Planner @RBC
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WORK HISTORY
Investment Retirement Planner @RBC
London, ON, CA
EDUCATION
Western University
Bachelor of Business Administration - BBA, Finance, General
ABOUT MENGYAO LIU
I started my journey with RBC in 2017, after earning my Bachelor of Management and Organizational Studies (BMOS) degree, specializing in Finance, from the University of Western Ontario. I have gained valuable experience in my different roles with RBC, from Client Advisor, to Banking Advisor, then Financial Advisor, and most recently, as an Investment Retirement Planner. Over the course my 8 years with RBC, I began to develop a strong passion for investments, wealth management, and financial planning. This passion being underpinned by my desire to make a meaningful difference for the clients and families I serves. As a result of this, I successfully obtained my Personal Financial Planning designation from the Canadian Securities Institute. As more and more clients face the complex decisions that come with planning for their futures, including wealth management and income planning around retirement transition, saving for a child’s education, business succession, or estates. Being able to provide these clients with specialized advice through an accredited sales force is paramount to our success and our client’s.
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