Christopher Liew Email & Phone Number

Canada

A premier financial planning firm serving individuals and businesses across Canada. Our client base spans from coast to coast, and we are focused on providing tailored financial solutions that cater to the needs of all Canadians.Our Services Include:Financial Planning: We will help optimize your financial future with a comprehensive plan covering retirement, taxes, estate, and insurance – all customized to fit your unique needs.Business Planning: Let us handle the financial complexities so you can focus on growing your business. From tax optimization to retirement planning, we offer tailored strategies for business owners.Investment Strategy: We integrate professional investment management partners into our plans, and ensure that your investments align seamlessly with your financial goals.

Canada

• One of the largest news publications in Canada, with millions of readers a month.• I write about practical personal finance tips for Canadians to help them plan for their future• Over 100,000 Canadian read my column each month on average

Canada

Wealthawesome.com is a leading personal finance blog for Canadians, with over 6 million visitors since the start of the website. It's a trusted source of information for money topics such as investing, retirement, remote working, and budgeting.I have since sold the website and am fully focused on Blueprint Financial, which is a financial planning company for Canadians.

Vancouver

•Develop new business for retail investment products through outbound sales activities. Region is in the top 2 in net sales for the nation.•Responsible for driving business with prospect sales of over $13 Million in 2017. There has been an over 200% year over year increase in prospect sales since I’ve started.•Tasked with designing and implementing a Know Your Advisor (KYA) sales process and a referral network strategy.• Build and presented Morningstar proposals to advisors which they use to gain business from clients.• Using a consultative approach, collaborated with advisors to build model portfolios that they use to streamline their book of business.

Calgary, Canada Area

•Conducting thorough analysis of clients’ financial circumstances and recommend appropriate strategies related to lending, investments, insurance and account openings. •Engage customers entering the branch and offer opportunities for them to do a financial review. •Established collaborative relationships with the bank tellers•Already among the top 15% of performers for the branch in sales solutions and customer satisfaction after a short time period.

Calgary, Canada Area

•Created comprehensive financial plans for clients that required detailed knowledge of financial products, insurance products, and credit and lending products.•Top producing segregated fund and annuity sales rep for the company for 2014 and 2015. •Top producing disability insurance sales rep for the company and a top 3 producer for life insurance for 2015 and 2015.• Through new client acquisition, built a book of over 200 clients; achieved by obtaining professional referral relationships, lead source generation, cold calling and networking.•Financial products sold include annuities, segregated funds, GIC’s, Guaranteed Minimum Withdrawal Benefit (GMWB) and Registered Education Savings Plans (RESP).•Insurance products sold include life, disability, critical illness, long term care, health and travel. •Retain strong relationships with existing clients through frequent communication by way of email newsletters and periodic reviews to track performance over time

Calgary, Alberta

• Evaluated profitability of new power plants builds or acquisitions with a cost in excess of $100 million; these included wind, solar, gas and district energy projects, (i.e., steam heat power).• Provided assessment of risks and sensitivities using Monte Carlo simulations and quantitative analysis such as discounted cash flow valuations.• Prepared financial valuation reports by way of Excel modeling • Presented key recommendations from the valuation reports to internal ENMAX executives, which assisted them on decision making for several large projects including the Cavalier and Balzac gas plants which was purchased for $224 million in September 2014.• Organized and lead discussions between Enmax internal stakeholders when there were multiple groups that needed to collaborate on decision making. • Participated as a team member of an internal business development group responsible for building District Energy in Calgary’s downtown core

Calgary, Alberta

• Executed financial electricity trades and imports in the Alberta Power Market to maximize profitability for Enmax. • Responsible for the financial optimization of 12 gas, coal, and wind plants on an hourly basis • Maximized the profitability of energy production for Enmax assets by entering in merit curve offers (i.e. bids to the Alberta power market) on an hourly basis• Weekend natural gas trading and scheduling responsibilities. Purchased and sold gas through the Intercontinental Exchange (ICE) platform, and scheduled gas on TransCanada and ATCO pipelines. • Selected for six week rotation as Cash Trader, a role that trades ancillary services for Enmax assets. This resulted in over $300,000 profit during that time period.• Built various Excel and VBA trading and forecasting models to streamline processes and improve profitability of trades. • Consistently among top Profit & Loss (P&L) contributors every year for all 7 traders.

Cfa Charterholder

Bachelor Of Commerce (B.Com.), Major In Finance, Minor In Accounting

Honors and Dean's List

Education record