Jack Liu, B.Sc, Ll.B, Ll.M, Cfp, Cim
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Jack Liu, B.Sc, Ll.B, Ll.M, Cfp, Cim Email & Phone Number

Helping estate planning lawyers, accountants, and financial planners thrive with technical strength and entrepreneurial spirit; Senior Consultant, National Estate Planning, The Co-operators at Co-operators
Location: Calgary, Alberta, Canada 5 work roles 3 schools
1 work email found @cooperators.ca LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

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Work email j****@cooperators.ca
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Current company
Co-operators
Role
Helping estate planning lawyers, accountants, and financial planners thrive with technical strength and entrepreneurial spirit; Senior Consultant, National Estate Planning, The Co-operators
Location
Calgary, Alberta, Canada

Who is Jack Liu, B.Sc, Ll.B, Ll.M, Cfp, Cim? Overview

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Jack Liu, B.Sc, Ll.B, Ll.M, Cfp, Cim is listed as Helping estate planning lawyers, accountants, and financial planners thrive with technical strength and entrepreneurial spirit; Senior Consultant, National Estate Planning, The Co-operators at Co-operators, based in Calgary, Alberta, Canada. AeroLeads shows a work email signal at cooperators.ca and a matched LinkedIn profile for Jack Liu, B.Sc, Ll.B, Ll.M, Cfp, Cim.

Jack Liu, B.Sc, Ll.B, Ll.M, Cfp, Cim previously worked as Senior Consultant, National Estate Planning at Co-Operators and Senior Estate Planning Consultant at Macmillan Estate Planning Corp.. Jack Liu, B.Sc, Ll.B, Ll.M, Cfp, Cim holds Master Of Laws - Llm, International Business, Trade, And Tax Law from University Of Liverpool.

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*@cooperators.ca
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About Jack Liu, B.Sc, Ll.B, Ll.M, Cfp, Cim

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.

Listed skills include Strategic Financial Planning, Teaching, Luxury Goods, Retail, and 11 others.

Current workplace

Jack Liu, B.Sc, Ll.B, Ll.M, Cfp, Cim's current company

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Co-operators
Co-Operators
Helping estate planning lawyers, accountants, and financial planners thrive with technical strength and entrepreneurial spirit; Senior Consultant, National Estate Planning, The Co-operators
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5 roles

Jack Liu, B.Sc, Ll.B, Ll.M, Cfp, Cim work experience

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Senior Consultant, National Estate Planning

Current
Co-Operators

Calgary, Alberta, Canada

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… 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

Jan 2022 - Present

Senior Estate Planning Consultant

Macmillan Estate Planning Corp.

Calgary, Alberta, Canada

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… 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

Jun 2020 - Jan 2022

Estate Planning Consultant And Investment Advisor

Edward Jones

Calgary, Alberta, Canada

Jack 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.

Nov 2013 - Jun 2020

Continuing Education Instructor

Vancouver School Board

Vancouver, Canada Area

Jack teaches night school courses on Business and Finance.

Sep 2013 - Nov 2013

Independent Investment And Insurance Advisor

Financial Industry

Vancouver, Canada Area

Jack 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.

Jan 2009 - Oct 2013
3 education records

Jack Liu, B.Sc, Ll.B, Ll.M, Cfp, Cim education

Bachelor Of Science (Bs), Life Sciences

The University Of British Columbia

Activities and Societies: Steppingbridge Teaching Support and Culture Exchange Association Jack studied for Biology and Chemistry.

FAQ

Frequently asked questions about Jack Liu, B.Sc, Ll.B, Ll.M, Cfp, Cim

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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 Co-operators?

Jack Liu, B.Sc, Ll.B, Ll.M, Cfp, Cim is listed as Helping estate planning lawyers, accountants, and financial planners thrive with technical strength and entrepreneurial spirit; Senior Consultant, National Estate Planning, The Co-operators at Co-operators.

What is Jack Liu, B.Sc, Ll.B, Ll.M, Cfp, Cim's email address?

AeroLeads has found 1 work email signal at @cooperators.ca for Jack Liu, B.Sc, Ll.B, Ll.M, Cfp, Cim at Co-operators.

Where is Jack Liu, B.Sc, Ll.B, Ll.M, Cfp, Cim based?

Jack Liu, B.Sc, Ll.B, Ll.M, Cfp, Cim is based in Calgary, Alberta, Canada while working with Co-operators.

What companies has Jack Liu, B.Sc, Ll.B, Ll.M, Cfp, Cim worked for?

Jack Liu, B.Sc, Ll.B, Ll.M, Cfp, Cim has worked for Co-Operators, Macmillan Estate Planning Corp., Edward Jones, Vancouver School Board, and Financial Industry.

How can I contact Jack Liu, B.Sc, Ll.B, Ll.M, Cfp, Cim?

You can use AeroLeads to view verified contact signals for Jack Liu, B.Sc, Ll.B, Ll.M, Cfp, Cim at Co-operators, including work email, phone, and LinkedIn data when available.

What schools did Jack Liu, B.Sc, Ll.B, Ll.M, Cfp, Cim attend?

Jack Liu, B.Sc, Ll.B, Ll.M, Cfp, Cim holds Master Of Laws - Llm, International Business, Trade, And Tax Law from University Of Liverpool.

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 is listed with skills including Strategic Financial Planning, Teaching, Luxury Goods, Retail, Business Planning, Merchandising, Investments, and Finance.

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