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Yujie Liu
Cherry Liu
Shirley Tse

Tel: 905-305-0603
Tel: 905-305-8766
Tel: 905-305-0760

Address
3985 Highway 7 East
Suite 301
Markham, ON
L3R 2A2
Map

Upcoming Events

We organize a variety of seminars and events for our clients to be and stay informed about a variety of topics, from investments and market outlook to tax and retirement planning.

Here are our currently scheduled upcoming events:


Thursday, August 2, 2018 - 11:45AM to 2:30PM
Mandarin Investment Seminar: Techniques for Mortgage Application and Fixed Income Portfolio
国语投资讲座:房贷申请技巧和独特的固定收益组合

Speakers:
Hongyu Wang, Mortgage Specialist
Yujie Liu, MBA, CFA, Investment Advisor, Associate Portfolio Manager

Find out how to effectively financial leverage in your real estate investments by the PHRESE method: purchase, hold, refinance, and sell.

Learn about our unique, actively managed fixed income portfolio that capitalizes on the interest rate cycle and provides quality income and potential growth.

学习怎样有效地运用金融杠杆去做地产投资并使用PHRESE方法买入,持有,加按,继续持有,继续加按,和最终卖出。

了解我们独特的积极管理固定收益组合:跟随利息周期,无论加息,减息,都会有相应的固定收益和投资增长。


August 15, 2018 - 12:15PM to 2:00PM
Investment Seminar: Making the Most of Fixed Income & Equity
投资讲座: 固定收益和股票

Speakers:
Edward Ku, Director, BMO Global Asset Management
Yujie Liu, MBA, CFA, Investment Advisor, Associate Portfolio Manager

Learn about our unique, actively managed fixed income portfolio that capitalizes on the interest rate cycle and provides quality income and potential growth.

Get introduced to the brand new BMO Concentrated Global Equity Fund which holds 20 - 25 household names and industry giants like Mastercard and Stryker, selected for secular growth.

帮您了解我们独特的积极管理固定收益组合:
 
  • 跟随利息周期,无论加息,减息,都会有相应的固定收益
  • 稳定及优异的增长和收入
以及率先认识最新的BMO 集中持股全球股票:
 
  • 精选20 – 25家全球知名并称霸一方的公司,例如 Mastercard, Nike, Stryker
  • 以长期增长为标准,通过详细分析精选公司,达成可持续投资
     


    If you're interested in attending or would like more information, please contact us.
    座位有限,敬请报名.

    Cherry Liu
    Tel: 905-305-0760
    Email: cherry.liu@nbpcd.com

    Shirley Tse
    Tel: 905-305-8766
    Email: Shirley.tse@nbpcd.com