Our Team
Comprised of some of Western Canada's foremost financial experts, our team brings the experience and know-how to innovate on existing trends and deliver results.
Terri Liao
Financial Advisor
Terri has worked in the Insurance and Investment industry for over ten years. She is an undergraduate from UBC and has extensive experience on real estate development investments. She speaks fluent English, Mandarin, and Cantonese.
Terri mostly works with couples that have children and retirees, specialize in retirement planning and help them become financially independent. She is originally from Taiwan and has a family with three kids. She enjoys outdoor activities like camping and hiking.
When asked about her favorite travel destinations, Terri mentioned: Japan, Mexico, and generally speaking, Europe.
Her retirement dream is to actively manage her vacation properties globally and be able to help those in need with her passive income.
Terri mostly works with couples that have children and retirees, specialize in retirement planning and help them become financially independent. She is originally from Taiwan and has a family with three kids. She enjoys outdoor activities like camping and hiking.
When asked about her favorite travel destinations, Terri mentioned: Japan, Mexico, and generally speaking, Europe.
Her retirement dream is to actively manage her vacation properties globally and be able to help those in need with her passive income.
