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

Our Approach

Our approach is different. Because our clients are different.

What is most important to you? Our team will tailor a solution specifically for you, to maximize opportunities and mitigate potential challenges down the road. We apply disciplined, holistic, transparent and independent guidance, maintaining open and regular collaborative lines of communication, listening to you, and keeping you informed.
 
Our team is here to understand your life priorities and deliver on our commitment to:
 
  Assess your financial goals and level of risk tolerance

 Develop a strategic and effective in-depth plan based on your current financial picture

 Put your customized investment plan into action

  Monitoring its progress over both the short and long term, with a responsibility to keep you informed 

   Meet at your desired frequency to review your portfolio, re-evaluate and re-balance where necessary 

我们的方法

我们的方法独树一帜。因为我们的客户与众不同。

什么对您来说最重要?我们的团队为您专门定制解决方案,让沿途的机遇最大化,同时减轻潜在的风险。我们运用严格、周全、透明和独立的指导,保持沟通的开放和定期合作,倾听您的意见,向您反映进度。
 
我们的专家团队是为了理解您的人生优先事项,履行我们的承诺:
 
  评估您的财务目标和风险忍受水平
 
  根据您现有的财务状况制定有战略性的、深入有效的计划
 
  将您的定制投资计划付诸行动
 
  监测计划执行的短期和长期进度,并定期向您反映进度 
 
  按照您希望的频率与您会面,回顾您的投资组合,根据需要进行重新评估和平衡