- Phone: 416-502-4328
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.
Crystal Lin has over eight years of experience in the financial services industry and is committed to delivering exceptional client service with a client-first approach. Fluent in English, Cantonese, and Mandarin, she helps clients navigate their banking and investment needs with confidence while building lasting relationships through personalized support and clear communication.
Crystal joined BMO Nesbitt Burns in 2021 after beginning her financial services career as a Financial Advisor with TD Canada Trust in 2018. Her experience in retail banking and wealth management has provided her with a strong understanding of client service, account administration, and investment operations. Enabling a seamless client experience is her professionalism, attention to detail, and proactive customer service approach.
Crystal holds a degree in Business Management, a diploma in Marketing, and has completed the CSC, FP I, and PFSA programs
Outside of work, she enjoys art workshops, hiking, travelling, exploring new cuisines, and spending quality time with family and friends.