Lisa Liu, B.Comm. (Hons), CIM, PFP
Associate Portfolio Manager & Wealth Advisor
Strategic suitability and risk management to put planning your future 12 steps ahead
In a world full of complexities, our role extends far beyond asset management and providing standardized solutions. Knowing that everyone’s needs differ, we prioritize understanding you before giving advice. It’s not just about the best strategy but what truly suits you.
Amid life’s transitions – involving your family, career, health, and dreams – you need a versatile partner. Think of me as your advisor, coach, balancer, and safeguard who always has your needs, values, and goals in mind.
Professionals at your service
Our team of experts is poised to help you take advantage of opportunities, handle challenges, and – ultimately – reach your goals. Taking an all-encompassing, personalized approach, we lean on the sophisticated tools, best-in-class resources, and esteemed specialists of RBC to manage, grow, and preserve your wealth.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals
What we do
We provide all-encompassing wealth management to help you plan for your ideal future. Getting to know your intentions and future expectations allows us to create a roadmap to help you navigate risks, seize opportunities, and reach each milestone with peace of mind.
How we do it
Our family office service approach integrates all aspects of your financial affairs, giving you a comprehensive view of your wealth. We provide solutions tailored to your and your family’s needs and goals with access to a team of specialists in areas such as taxation, law, and commercial banking.
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.