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    Leo Liu
    Mfin

    Address

    100 King St W, 42nd Floor
    Toronto, ON M5X 1H3

    Languages

      English |Mandarian

    My Background

    Leo Liu is the Private Banker for BMO Private Wealth in downtown Toronto. He strives to deliver exceptional client care while recommending personalized credit and banking solutions to help his customers pursue their financial goals with clarity and confidence.

    Leo has been providing financial advice to clients for over 10 years. He is highly specialized in lending, cash management and financial planning. Leo’s professional experience combined with his education and industry qualifications gives him a robust knowledge of the industry and diverse experience advising clients across a variety of circumstances. His background enables him to provide truly customized banking solutions that address the unique circumstances of each client. He graduated from the University of Toronto with a degree in Finance, he attained his Master of Finance from the Queen’s School of Business, and he holds Certificate in Financial Service Advice from the Canadian Security Institute. Leo is currently a CFA Level III candidate.

    Born in China, Leo moved to Toronto when he was 18. He and his wife Eileen have a daughter, Aleena, and a cute dog named Walnut. In his free time, Leo enjoys playing badminton, skiing and spending time outdoors with his family.

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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.