Strategic suitability and risk management to put planning your future 12 steps ahead

 

In a world full of complexities, our role extends far beyond asset management and providing standardized solutions. Knowing that everyone’s needs differ, we prioritize understanding you before giving advice. It’s not just about the best strategy but what truly suits you.

Amid life’s transitions – involving your family, career, health, and dreams – you need a versatile partner. Think of me as your advisor, coach, balancer, and safeguard who always has your needs, values, and goals in mind.

Lisa Liu

Lisa Liu, B.Comm. (Hons), CIM, PFP

Wealth Advisor & Associate Portfolio Manager

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204-996-1316
204-982-2649
1-800-463-9775
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Our approach

You are at the centre of our approach, which focuses on your goals, your needs, and your circumstances.

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Our partners

Our RBC network includes accomplished specialists in various facets of wealth management.

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Client resources

See informative video content, top guides, and relevant how-tos from RBC.

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Ready to get started?

 

The first step is a conversation

Contact us today