Vi Liviniuk provides highly professional advice to individuals, families, retirees and business owners. Clients benefit from her breadth of experience, as she is qualified to provide comprehensive expertise in the areas of portfolio management, tax planning, financial planning, risk management and estate and business succession planning.
By meeting stringent accreditations, Vi has achieved the Portfolio Manager designation – allowing her to deliver elite discretionary investment management to clients with sophisticated financial needs. This is the most distinguished designation in the investment industry. It is awarded to an exclusive group of advisors who meet strict standards for education, long work experience, and practice with the highest standards of ethics and dedication to clients. She has built a reputation as a trusted Portfolio Manager. Her team is an elite group of professionals licensed to offer customized Wealth Management advice to high net worth clients and business owners.
Vi's education and other professional designations include: Canadian Investment Manager (CIM), Certified Financial Planner (CFP), Bachelor of Education (B.Ed) and Bachelor of Arts (B.A.) from the University of Alberta. In addition, Vi is a life-licensed insurance representative, which qualifies her to advise clients on tax-deferral, risk management (life, disability, critical illness and long term care insurance, annuities) and complex estate-planning strategies.
Vi's tenure with RBC Dominion Securities has resulted in the establishment of strong network of experienced professionals within RBC Weath Management including Private Banking, Retail Banking, Commericial Banking and Will & Trust services.
"I believe the key to my clients' success is based on our relationship of mutual trust. It's not only about the management of their money. It's about understanding who they are and taking a holistic approach to helping them stay wealthy. Being entrusted to shape their finanical future is a responsibility I do not take lightly”.
Vi lives in Calgary with her husband Steve and their two children. She is an avid golfer, skier and runner. Vi is a member of the Glencoe Club and Glencoe Golf & Country Club and enjoys an active lifestyle in beautiful Alberta. Vi and Steve's charitable spirit support The Canadian Mental Health Association and the Calgary Homeless Foundation.