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.
Charlene Liu
Financial Advisor
Charlene has been working in the insurance industry for over eight years now. She has a Master’s of Business Administration where she developed a deep interest in business, and then studied and obtained her certificates as a Qualified Associate Financial Planner and Certified Executor Advisor (CEA). CEA can advise testators, executors and heirs, and she works hard to ensure successful transition from generation to generation, helping to keep Canadian families happy, healthy and harmonious. She is currently finishing her studies as a Certified Financial Planner.
Charlene speaks three languages: Mandarin, Cantonese, and English. She primarily works with young professionals with families, business owners, and retirees. She claims to be very patient and straightforward with her clients; she believes that honesty builds the best relationships.
In her free time, she likes to travel and explore different cultures in the world. Her favorite travel destination is Taiwan. She is also very passionate about wellness and naturopathic healing; that is why she is involved in the beauty industry. Charlene is also involved in different charities, like World Vision and BC’s Children’s Hospital.
Charlene speaks three languages: Mandarin, Cantonese, and English. She primarily works with young professionals with families, business owners, and retirees. She claims to be very patient and straightforward with her clients; she believes that honesty builds the best relationships.
In her free time, she likes to travel and explore different cultures in the world. Her favorite travel destination is Taiwan. She is also very passionate about wellness and naturopathic healing; that is why she is involved in the beauty industry. Charlene is also involved in different charities, like World Vision and BC’s Children’s Hospital.
