Min Liao Email & Phone Number

Min Liao

Financial Planner, RBC Financial Planning at RBC | Canada

Min Liao Socials
About Min Liao

Min Liao is a dedicated Financial Planner at RBC Financial Planning, bringing a client-centric approach to wealth management and strategic financial planning. In her current role, Min specializes in developing comprehensive financial strategies tailored to each client's unique life goals, whether it's retirement income planning, estate planning, or investment management. Her expertise in mutual funds, risk management, and investment strategy enables her to craft well-rounded portfolios that balance growth potential with risk mitigation, ensuring clients are well-positioned for both short-term needs and long-term wealth accumulation.

At RBC, Min is actively involved in key projects that focus on holistic financial planning solutions, leveraging the bank’s extensive resources and innovative tools to deliver personalized advice. She works closely with clients to understand their financial aspirations, family dynamics, and risk tolerance, translating these insights into actionable plans that encompass retirement planning, estate considerations, and investment strategies. Her bilingual skills allow her to serve a diverse client base, ensuring clear communication and tailored advice for clients from various backgrounds.

Min’s commitment to continuous learning and her deep understanding of industry trends make her a trusted advisor in wealth management. She stays abreast of the latest developments in estate planning, mutual funds, and retirement income strategies, which she integrates into her client consultations to optimize financial outcomes. Her passion for helping clients achieve financial security and peace of mind underscores her role at RBC, where she strives to deliver strategic, personalized financial solutions that align with her clients’ life goals and aspirations.

Min Liao Work
1 experience icon

Financial Planner, RBC Financial Planning at RBC in November 2016 to Present

2 experience icon

Financial Planner, Investment and Retirement planning at BMO at BMO Financial Group in November 2012 to November 2016

3 experience icon

Financail Services Manager at BMO Financial Group in June 2006 to November 2012

Min Liao Education

Dalian University of Technology, Bachelor's degree, November 1991 to November 1996

Min Liao Skills

Estate planning

Investment strategy

Strategic financial planning

See more

About Min Liao's Current Company
Frequently Asked Questions about Min Liao

What is Min Liao email address?

Email Min Liao at [email protected], [email protected] and [email protected]. This email is the most updated Min Liao's email found in 2026.

What is Min Liao phone number?

Min Liao phone number is 647-802 7258.

How to contact Min Liao?

To contact Min Liao send an email to [email protected], [email protected] or [email protected]. If you want to call Min Liao try calling on 647-802 7258. (updated on March 04, 2025)

What company does Min Liao work for?

Min Liao works for RBC

What is Min Liao's role at RBC?

Min Liao is Financial Planner, RBC Financial Planning

What industry does Min Liao work in?

Min Liao works in the Financial Services industry.

Min Liao Email Addresses

Min Liao Phone Numbers

Min Liao phone number is 647-802 7258.
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