BMO私人客户部 - 投资顾问
加拿大五大行多年工作经验，我们的专业团队经验丰富、关怀客户，可以帮助您节省时间，从可靠的建议中受益，为您提供综合的多元化财富管理服务。
Cherry Liu is a trusted advisor and has 10 years of experience advising affluent families, professionals, and entrepreneurs. With a personalized and caring approach and a client-first mindset, she provides diversified investment and financial solutions to help clients achieve their financial goals while maintaining a long-term relationship of trust.
Cherry first joined BMO Private Wealth as an investment advisor in 2018 after starting her career with CIBC in 2015. Cherry holds the Chartered Investment Manager (CIM®) and Personal Financial Planner (PFP®) designations and a Bachelor of Arts, Honours with High Distinction from University of Toronto. She has a deep understanding of different investment products, securities, and portfolio solutions as well as a passion for helping people solve problems and achieve their goals. She is also fluent in both English and Mandarin Chinese.
In her personal time, Cherry volunteers with the Kiwanis Club of Toronto. She enjoys playing tennis, reading, and travelling the world.
BMO私人客户部 - 客户服务助理
Shirley 在 BMO Nesbitt Burns 拥有 20 年的工作经验。她在为金融服务行业的客户提供卓越客户服 务方面积累了深厚的专业知识。在她的职业生涯中，她一直致力于确保客户获得最高水平的客户 支持并建立牢固的关系。 Shirley 是约克大学荣誉文科学士学位的毕业生，她将扎实的教育基础与多年的实践经验相结合， 提供知识丰富且个性化的服务。她对客户满意度的承诺帮助建立了持久的客户关系，并为团队的 持续成功做出了贡献。 在工作之外，Shirley 喜欢旅行、手工艺和与家人朋友共度时光。
With 20 years of experience at BMO Nesbitt Burns. Shirley has developed a deep expertise in providing exceptional customer service to clients in the financial services industry. Throughout her career, she has been dedicated to ensuring clients receive the highest level of customer support and building strong relationships.
A graduate of York University with an Honours Bachelor of Arts degree, Shirley combines a solid educational foundation with years of hands-on experience to deliver knowledgeable and personalized service. Her commitment to client satisfaction has helped to foster lasting client relationships and contributed to the continued success of the team.
Outside of work, Shirley enjoys travelling, crafting, and spending time with her family and friends.