Skip to Main Content
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
Client Login
  • Home
  • Family Office Services
  • Who We Are
    • Our Philosophy
    • Our Difference
    • Our Team
    • Our Beginnings
    • Testimonials
  • Our Clients
  • Expand Hope®
    • Social Mission
    • Wealth for Good™
    • Global Impact Trips
  • Media & Resources
    • Media
    • Resources
    • Client Care Award
  • Contact Us
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
 CIBC Private Wealth Management, CIBC Wood Gundy
 The Schmidt Investment Group
 CIBC Private Wealth Management, CIBC Wood Gundy
 The Schmidt Investment Group
  • Home
  • Family Office Services
  • Who We Are
    • Our Philosophy
    • Our Difference
    • Our Team
    • Our Beginnings
    • Testimonials
  • Our Clients
  • Expand Hope®
    • Social Mission
    • Wealth for Good™
    • Global Impact Trips
  • Media & Resources
    • Media
    • Resources
    • Client Care Award
  • Contact Us

Amy Liu

Amy Liu

Amy Liu

Amy Liu

MFin, RRC, CFP®, CIM®, B. Comm

Client Associate

As a Client Associate at The Schmidt Investment Group, Amy supports clients with portfolio trading and collaborates closely with the Advisory Group to develop strategies aligned with each client’s goals. Amy ensures that trades are reconciled daily, and portfolios run smoothly, providing clients with confidence and peace of mind.

VCardConnect with Amy

INDUSTRY EXPERIENCE:

With over 8 years of experience in the financial services industry, Amy brings a depth of knowledge and a client-first approach to her role. She is passionate about ensuring each client's needs are carefully addressed and every detail is managed with precision.

DESIGNATIONS & DEGREES:

Amy holds a Bachelor of Commerce from the University of Alberta and a Master of Commerce from the University of New South Wales. She has also achieved the designations of Registered Retirement Consultant (RRC), CERTIFIED FINANCIAL PLANNER®, and Chartered Investment Manager (CIM®).

OUTSIDE THE OFFICE:

Amy enjoys spending time with her dog, who keeps life lively and full of energy. She is also a coffee and pastry enthusiast and loves exploring new cafés. Amy finds joy in trying new dishes, whether cooking at home or dining out, as a way to relax and discover fresh flavours.

Connect with Amy

Back to Our Team page

 
 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.