Kun Liu

Kun Liu

Mutual Funds Representative, Financial Security Advisor @ IG Wealth Management

About Kun Liu

Kun Liu is a Mutual Funds Representative and Financial Security Advisor at Investors Group Financial Services Inc., with over a decade of experience in the financial industry. He holds both a Bachelor's and a Master's degree in Economics from Peking University and is fluent in English, French, and Mandarin.

Work at Investors Group Financial Services Inc.

Kun Liu serves as a Mutual Funds Representative and Financial Security Advisor at Investors Group Financial Services Inc. since 2015. In this role, he provides a variety of financial services to clients, focusing on helping them achieve financial security. His responsibilities include advising on investments, retirement planning, mortgage options, insurance, estate planning, and tax strategies. With nearly a decade of experience at this firm, he has developed a strong understanding of client needs and market trends.

Education and Expertise

Kun Liu holds a Bachelor's degree in Economics from Peking University, where he studied from 1995 to 1999. He furthered his education by obtaining a Master's degree in Economics from the same institution, completing his studies between 1999 and 2002. His academic background provides a solid foundation for his work in the financial industry, where he has accumulated over ten years of experience.

Background

Kun Liu has a decade of experience in the financial industry, emphasizing his commitment to helping families achieve financial security and improve their quality of life. His extensive background equips him with the skills necessary to navigate complex financial situations and provide tailored advice to clients.

Language Proficiency

Kun Liu is fluent in three languages: English, French, and Mandarin. This multilingual ability enhances his communication with a diverse client base, allowing him to serve clients from various cultural backgrounds effectively. His language skills facilitate clearer discussions about financial strategies and services.

Specialization in Financial Services

Kun Liu specializes in a comprehensive range of financial services. His expertise includes investments, retirement planning, mortgage planning, insurance, estate planning, and tax planning. This broad skill set enables him to address the diverse financial needs of his clients, ensuring they receive well-rounded advice tailored to their specific situations.

People similar to Kun Liu