Geng (marshal) liu
Investment Advisor at Vered Wealth Management (Canada) Company Ltd.- Claim this Profile
Online Presence
Contact Information
us****@****om
(386) 825-5501
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Location
Canada, CA
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Experience
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Vered Wealth Management (Canada) Company Ltd.
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Canada
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Investment Management
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1 - 100 Employee
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Investment Advisor
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Dec 2022 - Present
Vancouver, British Columbia, Canada help Canadian families to achieve their sophisticated investment needs and financial goals
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JM Plateau International Wealth CORP.
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Canada
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Financial Services
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1 - 100 Employee
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Advisor
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Oct 2022 - Dec 2022
Richmond, British Columbia, Canada
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President & co founder
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Apr 2016 - Oct 2022
217-4940 no3 rd richmond BC v6x3a5 We are financial brokers to provide financial services to Canadians, coach and lead our financial advisors to achieve successful career by unique wealth management and skills
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Sun Life Financial
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Canada
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Investment Banking
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financial advisor
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Oct 2009 - Apr 2016
4720 kingsway, suite 1900 burnaby bc Help Canadians make their life easier financially
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Education
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University of Windsor
Master's degree, International accounting and finance
Community
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