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Tracy Liew

Address

525 8 Ave SW
10th Floor
Calgary, AB T2P1G1

Languages

    English, Cantonese

My Background

Tracy takes a holistic goals-based approach to providing tailored comprehensive financial planning and wealth management to each client's specific needs and goals. She brings over 10 years of financial services and investment experience to her clients. Her dedication to her clients and the achievement of their financial goals has earned her their respect and trust. Tracy holds a Bachelor of Engineering (First Class Honours) from University of Birmingham, and a Master of Science (M.Sc.) in Engineering from University of Alberta. A firm believer in lifelong learning, she obtained the Certified Financial Planner (CFP®) - most widely recognized financial planning designation in Canada and throughout the world, and Chartered Investment Manager (CIM®) designations – recognized credential for investment manager. Tracy is committed to the highest standards for advanced education, ethics and professional conduct. Tracy is fluent in English and Cantonese.

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

®Registered trademark of Bank of Montreal, used under license.

Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.