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Yimeng (Aimee) Liu

Yimeng (Aimee) Liu

Investment Representative

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  • Timeline

  • About me

    Experience Manager, adviceDirect & Smartfolio - at BMO Wealth Management

  • Education

    • Memorial University of Newfoundland

      -

  • Experience

    • TD

      Aug 2019 - Mar 2021
      Investment Representative

    • BMO Wealth Management - Canada

      Mar 2021 - now

      • Experience Manager

        Nov 2022 - now

      • Advisor

        Mar 2021 - Nov 2022

  • Licenses & Certifications

    • Derivatives Fundamentals and Options Licensing Course

      Canadian Securities Institute (CSI)
      Oct 2020

    • Conduct and practices handbook （CPH)

      Canadian Securities Institute (CSI)
      Oct 2019

    • Investment Dealer Supervisors Course (IDSC)

      Canadian Securities Institute
      Apr 2025
      View certificate certificate

    • CSC

      Canadian Securities Institute (CSI)
      Sept 2019

    • Wealth Management Essentials (WME®)

      Canadian Securities Institute
      Mar 2023
      View certificate certificate

    • Estate Planning for High Net Worth Clients

      Canadian Securities Institute
      Oct 2024
      View certificate certificate