About
Bonnie Liu
Private Financial Planning
Over two decades of experience in mortgage and financial services, with more than a decade focused on insurance and investment planning for Canadian families and business owners.
01
Professional Background
More than twenty years in Canadian financial services. The last decade has focused on insurance and investment planning, building on an earlier background in mortgage lending.
02
My Approach & Philosophy
预见未来，提前布局 — see what’s coming, and plan for it before you need to. Understand the whole picture first: personal and corporate, protection and growth, today and thirty years from now. Recommendations come after that, not before.
03
Why Work With Me
I work with families building and protecting their wealth, and business owners navigating personal and corporate finances together, bringing insurance, investment, and retirement planning into a single plan.
FAQ
Do you sell mutual funds, or manage investments directly?
I work with clients on insurance, investment, and retirement planning as part of a coordinated plan, drawing on licensed partners where a given product requires it.
Do you only work with business owners?
No. I work with families as well as business owners — the planning approach is the same, though the details differ.
Is there a cost to a first conversation?
No. A first conversation is about understanding your situation, with no obligation.
Are you licensed to give this advice?
Yes. I am a licensed insurance and investment professional in Canada, and I’ll share the specifics of my licensing on request.