Chris Liu, CFA, CIM®, RIS
Assistant Vice President Of Research And Product Development@ Brompton Funds
Greater Toronto Area, Canada
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Chris Liu, CFA, CIM(r), RIS is a seasoned investment professional with over 10 years of progressive experience in product management, portfolio analysis, investment research, and business strategy. He has worked at reputable companies such as Brompton Funds, BMO, HSBC, and BMO Nesbitt Burns, where he held various positions including AVP, Research & Product Development, Senior Manager, and Associate Portfolio Strategist. Chris has a strong background in investment strategy, financial modeling, and portfolio management. He is based in Toronto, Canada.
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Emails and Phone Numbers

@bromptongroup.com.au
@hsbc.fr
@bromptongroup.com
+1 416642****
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About

Seasoned investment professional with over 10 years of progressive experience in product management, portfolio analysis, investment research and business strategy.

Work Experience

Bay Wellington Tower, Brookfield Place, Toronto, ON, M5J 2T3, CA

Financial Services

38
Phone
+1 4166426000
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Chris Liu, CFA, CIM®, RIS's Professional Milestones

  • Taxation Consultant (2010-12-01~2012-08-01): Conducted comprehensive tax assessments and managed complex financial processes, ensuring accurate and timely delivery of tax solutions.
  • Associate, Direct Banking And Term Investment (2012-11-01~2013-09-01): Successfully executed strategic financial plans, driving profitability and maximizing shareholder value.
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Education

University of Toronto
University of Toronto

Economics

1199145600-1325376000