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Yujie Liu

Address

3985 Highway 7 East
Markham, ON L3R 2A2

Languages

    English,Mandarin

My Background

My Mission
I am committed to working with you and your family to provide you with personalized investment and financial solutions, ongoing financial reviews and a wide range of investment services such as Investment Management and Financial Planning in order to help you and your family achieve your financial goals.

My Philosophy
I firmly believe that your interests are best served by taking a fully diversified portfolio approach to investing and employing the principles of dollar-cost-averaging to take advantage of market volatility and enhance returns. I will work closely with you to formulate customized investment strategies designed to improve portfolio returns, while keeping risk at acceptable levels.

My Approach
I will meet with you on a regular basis, to assess your investment and financial planning strategy to ensure that you are on target in meeting your goals. If any changes are necessary I will provide recommendations to maintain your overall objectives and risk tolerance levels. This will ensure an ongoing consultative process that will solidify a long-term relationship.

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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.