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 Clients

We offer a personalized approach to wealth planning for successful, wealthy Canadians.
 

What’s Your Life Stage? 

Pre-or Post-Retiree?  We can guide you through an effective and holistic planning process in areas such as intergenerational wealth transfer, cash flow, long-term care, retirement and estate planning (including counsel at family meetings to share thoughts, wishes and objectives); establishing/updating wills and powers of attorney; using insurance as a safety net; and appointing an appropriate executor to ensure your benefactors are secured for the future.
 
Young Professional?  We can work with you on a financial plan that reflects your priorities, ambitions, and long-term financial horizon – counsel around home ownership, debt management, stewardship of family wealth, saving and investing for retirement, and professional referrals to help you build a trusted network.

Business Owner/Entrepreneur? Whether start-up or mature business, we can help align your personal goals and priorities with the income-generating needs you face as an owner, including cash-flow management, preservation of capital, financing, tax and succession planning, etc.
 
Parent, Guardian or Primary Caregiver? We can assist you in preparing an effective education savings plan that includes calculating the cost of a post-secondary education; creating a savings strategy; determining account types in an RESP; advice on balancing financial priorities; and implementing, and monitoring, your educational plan.

Living with a Disability or Caring for Someone with a Disability? We can address ways to improve your financial well-being through solutions that include potential government benefits and tax credits, and developing a financial plan with decision-making directives and insurance alternatives.
 

我们的客户

我们为事业有成的加拿大富人提供个性化的资产规划服务。
 
您正处于人生的哪个阶段?

退休前或退休后?我们可在代际财富传承、现金流、长期护理、退休和资产规划等领域指导您进行有效的全盘规划(包括派顾问出席家庭会议分享看法、愿望和目标);制定/更新遗嘱和委托授权书;使用保险安全网;制定合适的执行人确保您的受益人将来受到保护。
 
年轻职业人士?我们可以与您一起制定反应您的优先事项、壮志雄心和长期财务视野的财务计划,围绕住宅产权、债务管理、家庭财富托管、退休储蓄和投资以及专业推荐提供咨询,帮助您打造值得信赖的网络。
 
企业主/创业家?无论是初创公司还是成熟企业,我们可以帮您让个人目标和优先事项与您作为企业主所面临的创收需求保持一致,包括现金流管理、资产保存、融资、税务和接班规划等。
 
父母、监护人或主要照顾者?我们可协助您准备有效的教育储蓄计划,包括计算高等教育开支、指定储蓄策略、确定RESP账户类型、提供平衡财务优先事项的建议以及落实和监测您的教育计划。
 
与残障人一起生活或是照料有残障的人?我们可以利用政府福利和税收抵免等方案,设法解决改善您财务状况的方式;利用决策知识和保险替代品,指定财务计划。