Caroline Liu
About Caroline Liu
Caroline Liu serves as a Regional Trust Officer at MD Financial Management, bringing extensive experience in trust administration and executive support from her previous roles at several financial institutions in Toronto.
Work at MD Financial Management
Caroline Liu serves as a Regional Trust Officer at MD Financial Management since 2022. In this role, she is responsible for overseeing trust services and ensuring compliance with regulatory standards. Her experience in trust administration supports her ability to manage client relationships and provide tailored financial solutions.
Previous Experience in Trust Services
Before joining MD Financial Management, Caroline Liu worked at RBC Wealth Management as a Trust Officer from 2019 to 2022. During her tenure, she managed various trust accounts and provided guidance on estate planning. Prior to that, she was a Trust Associate at Scotiabank from 2016 to 2019, where she gained foundational experience in trust operations.
Educational Background in Trust and Estate Administration
Caroline Liu studied at STEP Canada, where she focused on Estate & Trust Administration. She completed her Certificate in Estate and Trust Administration between 2016 and 2020. This education has equipped her with specialized knowledge in managing trusts and estates, enhancing her professional capabilities in the financial sector.
Early Career and Administrative Roles
Caroline Liu began her career in administrative roles, including positions as an Executive Assistant at Gluskin Sheff + Associates and Dundee REIT in 2011. She also worked as a Legal Executive Assistant at RSA Canada from 2013 to 2015. These roles provided her with essential organizational and communication skills that have been beneficial throughout her career.
Bachelor's Degree from York University
Caroline Liu earned her Bachelor of Arts in Liberal Studies from York University, completing her studies from 1999 to 2005. This academic background has contributed to her analytical skills and understanding of various disciplines, which are valuable in her current role in financial management.