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 develop innovative strategies, identifying credit solutions and investments that align with their current lifestyle and future… Show more 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 develop innovative strategies, identifying credit solutions and investments that align with their current lifestyle and future goals.2. Implementing Tax-Efficient Strategies: Together with clients and their tax advisors, I create integrated wealth strategies with Tax advisors, ensuring that investment portfolios are structured to minimize tax exposure while maintaining accessibility.3. Protecting What Matters Most: Life is unpredictable, and I provide comprehensive risk strategies, connecting clients with specialists in trusts and estates to safeguard their valued assets and navigate family dynamics.4. Preparing for the Legacy You Want to Leave: Serving as a financial architect, I collaborate closely with clients to identify priorities in estate planning, trusts, and philanthropy, striving to optimize the transfer of wealth and leave a lasting legacy.It is a privilege to guide individuals in achieving financial success and realizing their visions for the future. Show less

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 research market trends and future developments that might benefit our customer future business strategy.

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 credit analyst for approval. I have also developed a network of internal and external COIs to direct my clients to the right avenue if their… Show more 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 credit analyst for approval. I have also developed a network of internal and external COIs to direct my clients to the right avenue if their request can not be supported within my division.- 5+ years experienced in business banking with strong knowledge of business credit and cash management.- Manage 4 branches with portfolio of 300 + business clients and delivered best-in-class customer satisfaction.- Demonstration to be a passionate leader between business banking team and retail branch teammate. True believer of fostering a culture of growth and provided monthly business coaching & product knowledge update.- As a health care specialist, I assisted professionals with financial advice and assist international dentists transitioning to become certified with financial needs and lending solutions. Show less

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 thorough knowledge of customer life cycle needs. 2.Business result, always engage customers in conversation to understand and meet… Show more 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 thorough knowledge of customer life cycle needs. 2.Business result, always engage customers in conversation to understand and meet their current and future financial needs by proactively providing them with advice on appropriate products and services, such as open day to day bank account, line of credit and Investment..etc. Contribute toward the achievement of branch business objectives by meeting or exceeding individual sales goals.3. Team work, Contribute to a positive team worker environment.Actively participate in the performance management process, such building leadership in the team. Provide guidance and support to other team members(work as group). Show less