Roger Liu Email & Phone Number

Mississauga, ON, CA

As a seasoned Senior Private Banker, I am dedicated to simplifying our client’s financial journey, allowing them to focus on what truly matters. Picture a personalized approach where I offer curated access to a range of professionals and specialized services. In my role, I emphasize four key pillars:1. Building Your Net Worth: I collaborate with clients to.

Mississauga, Ontario, Canada

As business planning consultant, I helps organizations define and develop future business strategies to meet client’s long-term goals and makes sure that businesses run smoothly by advising owners and executives. Part of my duties include developing and implementing company policies, suggesting improvements, and reducing inefficiencies and waste. I also.

Mississauga

As an Business Advisor, I work with our business clients to help them obtain the financing they seek to start up or grow their existing business. I assess the merits of each applicant through financial analysis and business assessment to help determine if the application matches the risk appetite of the bank. I present a detailed business case to our.

Toronto, Canada Area

Mississauga, Ontario, Canada

As Financial Service Representative, my daily responsibilities are Customer, business result and team work.1. Customer, always provide sound advice at every customer interaction, contributing to a legendary customer experience, Always find the way to meet the needs of customers by offering advice based on their total financial situation and possessing a.