Eric Liu, CFA

Experience

• 

  CPP Investment Board

  Apr 2010 - May 2015

  Research Assistant

  • Assist in development and maintenance of proprietary large-scale macroeconomic-financial forecast model.• Produce Chief Economist's annual board presentation and quarterly forecast report for major economies worldwide.• Advise investment teams on economic matters related to transactions.• Developed an analytical model to evaluate relative attractiveness different emerging market countries for current and prospective investment opportunities.• Monitor key weekly economic data releases and assist in the production of weekly summary report.• Work with the Chief Actuary of Canada to determine the long-term sustainability of the CPP. Show less

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  BMO Private Banking

  Jun 2015 - May 2018

  Investment Counsellor

  • Responsible for managing less complex relationships High Net Worth (HNW) client investment portfolios.

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  BMO Private Wealth

  Jul 2018 - now

  Senior Investment Counsellor

  • Accountable for the management and oversight of a book of large and complex private High Net Worth (HNW) client investment portfolios.• Effectively Evaluate client’s personal and investment needs and create investment policy statement, asset allocation, investment portfolio and financial plan.• Conducts client reviews and effectively adapts and modifies client portfolios and financial plans to the ever-changing client situation and financial marketplace.• Manages and continually enhances the client experience through strong relationship management.• Strong knowledge and understanding of Financial Planning principles and incorporate into each client’s personal and financial situation.• Recognized as having strong experience in discretionary money management for HNW Individuals.• Effectively implement client strategies, management of investment portfolios and ongoing evaluation of performance within parameters dictated by each client’s investment policy statement.• Effectively acquire new referrals from existing book of business.• Continuously look for ways to enhance BMO Private Banking's presence in the marketplace by crafting innovative business development strategies and works closely with other professionals in support of their business development activities. • Responsible for developing profitable new business leads through extensive external networks.• Strong level of understanding of the financial services, financial planning and investment management industries to effectively implement appropriate business development strategies. Show less