CIBC Financial Advisor: Iris Liu

I will empower you to make financial decisions now and in the future. Whether you are looking to accumulate wealth, manage liabilities, or plan for retirement, I can help you develop a financial plan that meets your goals. I am available to meet with you at your convenience, in person or by telephone. We will begin by discussing your financial situation and what you want to achieve and then identifying potential opportunities. Together, we will create a customized plan that will help you achieve financial prosperity. This plan covers everything from how you pay for your children’s education to tax-saving strategies if you want to sell your business. Your priorities may change. Perhaps you are starting a family, or maybe your goals are shifting because you are moving into a different stage of life. Even if you only want to check in, you can get a regular review of your plan to ensure that it works for you. And if you find that you have changed or that the requirements for achieving your financial goals have changed, we can change the plan to make it work better for you.