Michelle Liu
Senior Portfolio Manager, Senior Wealth Manager @CIBC Wood Gundy
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WORK HISTORY
Senior Portfolio Manager, Senior Wealth Manager @CIBC Wood Gundy
Montreal, QC, CA
EDUCATION
CFA Institue
Chartered Financial Analyst, Financial Analysis and Wealth Management
John Molson School of Business
Bachelor's Degree, Accounting and Finance
Institut Québecois de Planification Financière IQPF
Financial Planner, Financial Planning and Wealth Management
Society of Trust and Estate Practioners
Trust and Estate Practioner, Tax Law/Taxation, Trust, multi generational wealth transfer
SKILLS
ABOUT MICHELLE LIU
In the world of Wealth Management, Michelle strives to uphold the highest standards of professional excellence. Her dedication and passion for what she does drive her every day.Michelle arrived in Canada from China as an international student at 17, spending her formative years in Quebec studying finance and accounting. Adapting to a new culture and language strengthened her character and resolve, shaping who she is today. Building a new life in Canada mirrored her journey of building her business from scratch.For over 20 years, Michelle has had the privilege of working with clients from diverse cultural and ethnic backgrounds. This experience has given her valuable insights into what makes us unique and what unites us. She understands that finances are deeply personal, and making the right investment decisions is key to a successful relationship. Equally important is getting to know each client on an individual level.Honesty, integrity, and authenticity are core values Michelle embraces in all her interactions. Genuine compassion and empathy help her connect personally with clients, seeing them as people with specific needs, concerns, and life goals. She is dedicated to fulfilling each client’s individual needs and helping them achieve their dreams.Michelle has a love for learning and spends her spare time reading. One of her favorite quotes is, “The unexamined life is not worth living.” She also has a great appreciation for humor and enjoys sharing and hearing good jokes. Sometimes, she even dreams of doing stand-up comedy one day. Michelle and her husband Wayne are proud parents of one son, and they cherish their time together as a family.Professionally, Michelle is a Chartered Financial Analyst charter holder, a Certified Financial Planner (F.Pl), and a member of the Society of Trust and Estate Practitioners (STEP), a prestigious global organization known for its expertise in tax and estate planning.
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