Jack Liu, B.Sc, Ll.B, Ll.M, Cfp, Cim Email and Phone Number
Jack Liu, B.Sc, Ll.B, Ll.M, Cfp, Cim work email
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Jack Liu, B.Sc, Ll.B, Ll.M, Cfp, Cim personal email
Jack is a senior consultant and corporate trainer in business management, financial planning, and high net worth estate advisory industry. He practices and teaches professional estate planning and corporate performance management with a focus on proactive consulting and planning, research and analysis, compliance of rules and regulations, and dispute resolution. Having progressed for 15 years in Business Management and Capital Markets, he stays current on business, financial, legal, tax, and corporate governance issues in building and administering advanced and high-quality curriculums for students, seminar audience and consultation clients. Jack holds Bachelor of Science from University of British Columbia and Master of Laws (Common Law) in International Business Law from University of Liverpool. In addition, he holds Certified Financial Planner designation with FP Canada and Chartered Investment Manager designation with Canadian Securities Institute.
Co-Operators
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Senior Consultant, National Estate PlanningCo-Operators Jan 2022 - PresentCalgary, Alberta, CanadaJack trains financial advisors and insurance agents on estate planning and life insurance strategies that are suitable for their clients to meet their estate and wealth preservation objectives. He educates advisors and coaches industry practitioners such as estate lawyers and tax accountants to help them effectively grow successful and reputable advisory practices. He also provides training to financial advisors and their agency staff on how to deepen client relationship by providing… Show more Jack trains financial advisors and insurance agents on estate planning and life insurance strategies that are suitable for their clients to meet their estate and wealth preservation objectives. He educates advisors and coaches industry practitioners such as estate lawyers and tax accountants to help them effectively grow successful and reputable advisory practices. He also provides training to financial advisors and their agency staff on how to deepen client relationship by providing world-class client experience. Show less
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Senior Estate Planning ConsultantMacmillan Estate Planning Corp. Jun 2020 - Jan 2022Calgary, Alberta, CanadaJack practices in Wills, Estate, and Trust for high and ultra-high net worth families. He develops legal and tax plans for these families to safeguard their estate for multiple generations. In the meantime, he provides consultation and training to investment and life insurance advisors to help them understand how to incorporate wealth management and life insurance strategies in their clients’ estate plans. He mediates conflicts and resolves disputes in families, small businesses, and farm… Show more Jack practices in Wills, Estate, and Trust for high and ultra-high net worth families. He develops legal and tax plans for these families to safeguard their estate for multiple generations. In the meantime, he provides consultation and training to investment and life insurance advisors to help them understand how to incorporate wealth management and life insurance strategies in their clients’ estate plans. He mediates conflicts and resolves disputes in families, small businesses, and farm operations. Show less -
Estate Planning Consultant And Investment AdvisorEdward Jones Nov 2013 - Jun 2020Calgary, Alberta, CanadaJack advises clients regarding the proper management of their financial investments, taxes, and estate protection and administration. He drafts and reviews family and business financial plans for individuals and corporations to achieve their goals, and he manages their financial assets such as stocks and bonds hands-on, in accordance with the plans. -
Continuing Education InstructorVancouver School Board Sep 2013 - Nov 2013Vancouver, Canada AreaJack teaches night school courses on Business and Finance. -
Independent Investment And Insurance AdvisorFinancial Industry Jan 2009 - Oct 2013Vancouver, Canada AreaJack provides professional advice to clients on Life Insurance and Segregated Fund products to meet their Financial Protection, Tax Planning, and Estate Planning needs. He leads and trains a team of three members to build a profitable financial sales business and to provide a world-class client experience.
Jack Liu, B.Sc, Ll.B, Ll.M, Cfp, Cim Skills
Jack Liu, B.Sc, Ll.B, Ll.M, Cfp, Cim Education Details
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International Business, Trade, And Tax Law -
Bachelor Of Laws - Llb -
Life Sciences
Frequently Asked Questions about Jack Liu, B.Sc, Ll.B, Ll.M, Cfp, Cim
What company does Jack Liu, B.Sc, Ll.B, Ll.M, Cfp, Cim work for?
Jack Liu, B.Sc, Ll.B, Ll.M, Cfp, Cim works for Co-Operators
What is Jack Liu, B.Sc, Ll.B, Ll.M, Cfp, Cim's role at the current company?
Jack Liu, B.Sc, Ll.B, Ll.M, Cfp, Cim's current role is Helping estate planning lawyers, accountants, and financial planners thrive with technical strength and entrepreneurial spirit; Senior Consultant, National Estate Planning, The Co-operators.
What is Jack Liu, B.Sc, Ll.B, Ll.M, Cfp, Cim's email address?
Jack Liu, B.Sc, Ll.B, Ll.M, Cfp, Cim's email address is ja****@****ate.com
What schools did Jack Liu, B.Sc, Ll.B, Ll.M, Cfp, Cim attend?
Jack Liu, B.Sc, Ll.B, Ll.M, Cfp, Cim attended University Of Liverpool, University Of London, The University Of British Columbia.
What are some of Jack Liu, B.Sc, Ll.B, Ll.M, Cfp, Cim's interests?
Jack Liu, B.Sc, Ll.B, Ll.M, Cfp, Cim has interest in Music, Children, Education, Finance.
What skills is Jack Liu, B.Sc, Ll.B, Ll.M, Cfp, Cim known for?
Jack Liu, B.Sc, Ll.B, Ll.M, Cfp, Cim has skills like Strategic Financial Planning, Teaching, Luxury Goods, Retail, Business Planning, Merchandising, Investments, Finance, Sales, Time Management, Mutual Funds, Financial Planning.
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