Chief Executive Officer@ Financial Eastern Star
Ottawa, Ontario, Canada
James Liu
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Wilfrid Laurier University
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FlashIntel GPTJames Liu is a Private Wealth Manager with 18.6 years of experience in the financial industry. He specializes in mutual funds, insurance, mortgage lending, and investment management. Based in Ottawa, Canada, James has worked at Financial Eastern Star as Chief Executive Officer and at iA Financial Group as Sales Manager. He also has experience as a Financial Advisor at IG Wealth Management. James is skilled in financial advisory, estate planning, and risk management. He is dedicated to providing exceptional service and ensuring the success of his clients.
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Emails and Phone Numbers
About
Private Wealth Manager, focus on private investment, lending, insurance, accounting, projects, and family office service
Work Experience
CEO
Chief Executive Officer
Financial Services
James Liu's Professional Milestones
- Sales Manager (2008-04-01~2010-12-01): Achieved record-breaking sales numbers, establishing a solid record-breaking sales team.
- Financial Advisor (2005-04-01~2008-04-01): Provided expert financial advice, fostering growth and maximizing returns for clients.
Education
Mathematics,
Economics,
Financial Mathematics
2003-2005Skill
Mutual Funds
Insurance
Mortgage Lending
Life Insurance
Investment Management
Financial Advisory
Management
Estate Planning
Valuation
Wealth Management
Tax Accounting
Website Development
Portfolio Management
Retirement
Risk Management
Immigration Issues
Financial Planning
Financial Services
Investment Strategies
Finance
Retirement Planning
Private Equity
Real Estate Private Equity
Commercial Insurance
General Insurance
Financial Accounting
Certification
Colleagues
Ye Chen
Senior Financial Manager
Sean Froese
Vice President Commercial Real Estate Investing
Jiang Liu
Private Wealth Manager, focus on private investment, lending, insurance, accounting, projects, and family office service
Cherry Chang
assistant at financial eastern star
Shuyu Qian
Accounitng Bookkeeper
Other Named James Liu
Frequently asked questions
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We found 1 James Liu's phone numbers
James Liu's social media include: Linkedin,
James Liu works for Financial Eastern Star
James Liu's role in Financial Eastern Star is Chief Executive Officer
James Liu works in the industry of Financial Services
James Liu's colleagues are Ye Chen,Sean Froese,Jiang Liu
James Liu's latest job experience is Chief Executive Officer at Financial Eastern Star
James Liu's latest education in Wilfrid Laurier University
