Francis Liu, Cpa,Cfa
About Francis Liu, Cpa,Cfa
Francis Liu is a Senior Finance Manager at TD Insurance, specializing in Life and Health. He has extensive experience in finance, having held various roles at TD Insurance and BMO over the past decade.
Work at TD Insurance
Francis Liu currently holds the position of Senior Finance Manager, Life and Health at TD Insurance, a role he has occupied since 2019. Prior to this, he served as Finance Manager for Life and Health from 2017 to 2019 and as Finance Manager for TDI Expense Management from 2016 to 2017. His tenure at TD Insurance spans several years and includes various roles focused on financial management within the organization.
Education and Expertise
Francis Liu studied Business Administration and Management at The University of Western Ontario, where he earned a Bachelor of Arts in Commerce Studies (BACS) from 2000 to 2004. He also attended Francis Libermann from 1996 to 2000. His educational background supports his expertise in finance and strategic analysis.
Background
Before joining TD Insurance, Francis Liu worked at BMO Capital Markets as an Analyst in Global Treasury Management from 2006 to 2011. He also held positions at BMO as a Strategy Analyst in Small Business Banking for 11 months in 2011 and as a Senior Financial Analyst in Retail Banking Product Services from 2014 to 2016. His experience includes roles in strategic planning and financial analysis.
Achievements
Throughout his career, Francis Liu has accumulated significant experience in finance and strategic planning. His roles at TD Insurance and BMO have involved managing financial operations and contributing to strategic initiatives. His professional journey reflects a commitment to excellence in financial management within the banking and insurance sectors.