Tracy Liew, M.Sc., CFP®, CIM®

Investment Advisor & Financial Planner

Address

BMO Nesbitt Burns
525 8th Avenue SW
Suite 1000
Calgary, AB
T2P 1G1
Map

Contact Me

Investment Management

The highest standard of objectivity. The right choice for you.
Serving your best interest means offering an unbiased range of investment solutions; taking the time to explore new opportunities; and accessing both internally and externally managed strategies – including world-class managers from around the globe. Tailored to your specific risk profile and goals, the right choices are informed by a depth of experience, proprietary research and ongoing evaluation, designed to efficiently, and prudently, manage your portfolio of capital for generations to come.

Disciplined Approach
An optimal balance of internal and external boutique investment managers based on macroeconomic analysis and your unique objectives

Competitive Fees
Scale, scope and buying power to negotiate fees with third parties
 
Continuous Oversight
Rigorous due diligence and dedicated research across our platform based on investment policy and management committee standards
 
Strong Performance
Proven track records for selected managers that is closely monitored on an ongoing basis

Broad Diversification
Asset allocation strategies and opportunities that offer different approaches/styles to optimize long-term return potential and manage risk

Cross-Border Expertise
Global resources and bench strength used to inform investment decisions

Streamlined Reporting
Investment management from a trusted, centralized source





 

投资管理

最高标准的客观性。您的正确选择。

为您的最大利益服务意味着提供一系列公正的投资方案;花时间探索新的机会;并运用内部和外部的管理策略——包括来自全球各地的世界级管理人员。根据您的具体风险承受能力和目标量身定制,并通过深入的经验、专有研究和持续评估作出正确选择,旨在为您的后人高效、谨慎地管理您的资本组合。
 
 
严谨的方法
基于宏观经济分析和您独特目标,在内部和外部投资经理之间作出最佳平衡
 
有竞争力的收费
规模庞大、范围广阔、购买力强,能和第三方协商费用
 
持续监督
基于投资政策和管理委员会标准,在我们的平台上进行严格的尽职调查和专门研究
 
强劲表现
对选定的经理进行持续密切监察,在这方面有可靠的业绩记录
 
广泛的多元化
提供不同方法/风格以优化长期回报潜力和风险管理的资产配置策略和机会
 
跨境专业知识
用于为投资决策提供信息的全球资源和替补实力
 
简化报告
从可靠、集中的来源进行投资管理