Adele Liu, Cfa, Cfp
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Adele Liu, Cfa, Cfp Email & Phone Number

Regional Head, Wealth Management Credit at RBC Wealth Management at RBC Wealth Management
Location: Vancouver, British Columbia, Canada 7 work roles 1 school
1 work email found @rbc.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email a****@rbc.com
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Current company
RBC Wealth Management
Role
Regional Head, Wealth Management Credit at RBC Wealth Management
Location
Vancouver, British Columbia, Canada
Company size
6359 employees

Who is Adele Liu, Cfa, Cfp? Overview

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Quick answer

Adele Liu, Cfa, Cfp is listed as Regional Head, Wealth Management Credit at RBC Wealth Management at RBC Wealth Management, a company with 6359 employees, based in Vancouver, British Columbia, Canada. AeroLeads shows a work email signal at rbc.com and a matched LinkedIn profile for Adele Liu, Cfa, Cfp.

Adele Liu, Cfa, Cfp previously worked as Regional Head, Wealth Management Credit at Rbc Wealth Management and Private Banker, International Clients at Rbc Wealth Management – Private Banking. Adele Liu, Cfa, Cfp holds Mba, Finance, Dean’S List from York University - Schulich School Of Business.

Company email context

Email format at RBC Wealth Management

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*@rbc.com
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AeroLeads found 1 current-domain work email signal for Adele Liu, Cfa, Cfp. Compare company email patterns before reaching out.

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Profile bio

About Adele Liu, Cfa, Cfp

Adele Liu, Cfa, Cfp is a Regional Head, Wealth Management Credit at RBC Wealth Management at RBC Wealth Management. She possess expertise in investments, financial analysis, financial modeling, portfolio management, risk management and 18 more skills. She is proficient in English and Mandarin. Colleagues describe her as "The kind of customer services Adele provided when trying to solve a complex issue I had with my account just doesn't exist anymore. She went well and beyond to try and sort out the problem and kept me informed at all times. Although the issue was not solved because it was not in her power to do so, the time and effort she spent trying, and her excellent customer service, helped take the frustration away. RBC is lucky to have her!"

Listed skills include Investments, Financial Analysis, Financial Modeling, Portfolio Management, and 19 others.

Current workplace

Adele Liu, Cfa, Cfp's current company

Company context helps verify the profile and gives searchers a useful next step.

RBC Wealth Management
Rbc Wealth Management
Regional Head, Wealth Management Credit at RBC Wealth Management
toronto, ontario, canada
Website
rbcwealthmanagement.com
Employees
6359
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Company profile
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7 roles

Adele Liu, Cfa, Cfp work experience

A career timeline built from the work history available for this profile.

Regional Head, Wealth Management Credit

Current
Rbc Wealth Management

Vancouver, British Columbia, Canada

Apr 2020 - Present

Financial Consultant

Ig Wealth Management

Vancouver, Canada Area

Provided holistic financial planning and customized strategies to help clients achieve their financial goals

Apr 2012 - Jan 2013

Assistant General Manager, Wholesale Credit And Investment Risk Management

Cibc

Toronto, Canada Area

Reported to VP, Public Sector and Financial Institutions Group and helped manage a corporate credit/trading portfolio with commitments over $4 billion

Feb 2009 - Jan 2011

Associate, Wholesale Credit And Investment Risk Management

Cibc

Toronto, Canada Area

Risk Management 2-year Leadership Development Program- Market Risk Management Aug 2008 - Jan 2009- Credit Risk Management Feb 2008 - Aug 2008- Trading Credit Risk Aug 2007 - Feb 2008

Aug 2007 - Jan 2009
Team & coworkers

Colleagues at RBC Wealth Management

Other employees you can reach at rbcwealthmanagement.com. View company contacts for 6359 employees →

GF Gabriel Félix Prasman Gabriel Félix Prasman Colleague at Rbc Wealth ManagementCanada, Canada View → HT Hunter Thompson Hunter Thompson Colleague at Rbc Wealth ManagementRancho Santa Margarita, California, United States, United States View → DB Doriana Bisogni Doriana Bisogni Colleague at Rbc Wealth ManagementOakville, Ontario, Canada, Canada View → TY Theresa Yates Theresa Yates Colleague at Rbc Wealth ManagementUnited States, United States View → CE Chad Evans Chad Evans Colleague at Rbc Wealth ManagementCedar Rapids, Iowa, United States, United States View → JS Jessica Sullivan Jessica Sullivan Colleague at Rbc Wealth ManagementUnited Kingdom, United Kingdom View → ML Michelle Lucy Michelle Lucy Colleague at Rbc Wealth ManagementBoulder, Colorado, United States, United States View → KM Kirk Mcneill Kirk Mcneill Colleague at Rbc Wealth ManagementToronto, Ontario, Canada, Canada View → MM Megan Mckechnie Mayer, Cpfa Megan Mckechnie Mayer, Cpfa Colleague at Rbc Wealth ManagementGreater Minneapolis-St. Paul Area, United States View → JS Jenn Scott Jenn Scott Colleague at Rbc Wealth ManagementGreat Barrington, Massachusetts, United States, United States View →
1 education record

Adele Liu, Cfa, Cfp education

FAQ

Frequently asked questions about Adele Liu, Cfa, Cfp

Quick answers generated from the profile data available on this page.

What company does Adele Liu, Cfa, Cfp work for?

Adele Liu, Cfa, Cfp works for RBC Wealth Management.

What is Adele Liu, Cfa, Cfp's role at RBC Wealth Management?

Adele Liu, Cfa, Cfp is listed as Regional Head, Wealth Management Credit at RBC Wealth Management at RBC Wealth Management.

What is Adele Liu, Cfa, Cfp's email address?

AeroLeads has found 1 work email signal at @rbc.com for Adele Liu, Cfa, Cfp at RBC Wealth Management.

Where is Adele Liu, Cfa, Cfp based?

Adele Liu, Cfa, Cfp is based in Vancouver, British Columbia, Canada while working with RBC Wealth Management.

What companies has Adele Liu, Cfa, Cfp worked for?

Adele Liu, Cfa, Cfp has worked for Rbc Wealth Management, Rbc Wealth Management – Private Banking, Ig Wealth Management, and Cibc.

Who are Adele Liu, Cfa, Cfp's colleagues at RBC Wealth Management?

Adele Liu, Cfa, Cfp's colleagues at RBC Wealth Management include Gabriel Félix Prasman, Hunter Thompson, Doriana Bisogni, Theresa Yates, and Chad Evans.

How can I contact Adele Liu, Cfa, Cfp?

You can use AeroLeads to view verified contact signals for Adele Liu, Cfa, Cfp at RBC Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Adele Liu, Cfa, Cfp attend?

Adele Liu, Cfa, Cfp holds Mba, Finance, Dean’S List from York University - Schulich School Of Business.

What skills is Adele Liu, Cfa, Cfp known for?

Adele Liu, Cfa, Cfp is listed with skills including Investments, Financial Analysis, Financial Modeling, Portfolio Management, Risk Management, Strategic Financial Planning, Credit, and Equities.

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