Liam began his career in the financial services industry in 2000, and leverages his experience to provide clients with personalized Investment and Wealth Management Plans that align with their values and beliefs. As an attentive listener, he takes the time to understand his clients’ goals and incorporates tax-efficient strategies to protect, grow, and pass on their wealth. Liam recognizes the importance of adapting to an ever-changing world and staying up-to-date on how these changes may impact his clients’ financial situations.
With a degree in Economics from Simon Fraser University, Liam is a Certified Financial Planner (CFP), a Chartered Investment Manager (CIM), and a Fellow of CSI (FCSI), reflecting his expertise, dedication, and years of service in the industry.
Beyond his professional commitments, Liam is actively involved in giving back to his community. He supports various charities and fundraising initiatives. Liam also volunteers his time in local schools to promote financial literacy and help the next generation prepare for their financial future.
In his personal life, Liam values spending time with his family, including his two teenage daughters and young son. He maintains an active lifestyle by road biking and participating in sports. With fluency in English, Mandarin, and Cantonese, Liam can serve clients from diverse cultural backgrounds.
