Stan Liu Email & Phone Number
Senior Financial Consultant and Field Trainer, CFP®, RRC® @ Investors Group
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Stan Liu Location
- Toronto, ON, CA
Stan Liu Work
- 2010 -now Senior Financial Consultant and Field Trainer, CFP®, RRC® @
- 2002 -2004 Aquatic Instructor and Lifeguard @
- 2002 -2004 Badminton Coach @
- 2002 -2004 Aquatic Instructor and Lifeguard @
- 2002 -2004 Aquatic Instructor and Lifeguard @
Stan Liu Education
- Western University
Hons. B.Sc. (Honours Specialization in Biology)
2005-2009 - University of Toronto 2008
Stan Liu Skills
- Investments
- Customer Service
- Financial Planning
- Risk Management
- Insurance
- Estate Planning
- Retirement Planning
- Cash Flow Management
- Tax Planning
- Debt Management
- Corporate Tax Planning
- Investment Planning
- Investment Strategies
- Insurance Planning
- Client Services
- Mortgage Lending
- Business Development
- Marketing
- Client Relations
- Certified Financial Planner
- Investment Advisory
- Investment Management
Stan Liu Summary
- Stan Liu, based in Toronto, ON, CA, is currently a Senior Financial Consultant and Field Trainer, CFP®, RRC® at IG Wealth Management. Stan Liu brings experience from previous roles at City of Mississauga, Royal Canadian Yacht Club, City of Toronto and YMCA. Stan Liu holds a 2005 - 2009 Hons. B.Sc. in Honours Specialization in Biology @ Western University. With a robust skill set that includes Investments, Customer Service, Financial Planning, Risk Management, Insurance and more. Stan Liu has 2 emails on RocketReach.
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