Melodi Liao, Cfp® Cim
About Melodi Liao, Cfp® Cim
Melodi Liao, CFP® CIM, is a Private Wealth Associate at UBS Wealth Management in Toronto, Canada, with a strong background in finance and investment management. She holds a Bachelor of Business Administration from Simon Fraser University and has extensive experience in alternative investments and wealth planning.
Work at UBS
Melodi Liao has been employed at UBS Wealth Management as a Private Wealth Associate since 2015. In this role, she has gained extensive experience in wealth management, focusing on high-net-worth clients. UBS was recognized as the Best Private Bank in 2021 by Euromoney, highlighting the firm's commitment to excellence in financial services. Liao's responsibilities include providing tailored investment strategies and wealth planning solutions to clients, leveraging her expertise in alternative investments and complex entity structures.
Previous Experience at Edward Jones
Prior to her current role at UBS, Melodi Liao worked as a Financial Advisor at Edward Jones from 2012 to 2014. During her tenure in the Vancouver, Canada Area, she developed her skills in client relationship management and financial planning. This experience laid the foundation for her future work in wealth management and investment strategies.
Background in Finance and Accounting
Melodi Liao studied at the Beedie School of Business at Simon Fraser University, where she earned a Bachelor of Business Administration with a focus on Finance and Accounting. This academic background provided her with a solid understanding of financial principles and practices, which she applies in her professional roles. Additionally, she has pursued further education at the Canadian Securities Institute, achieving both the Derivatives Fundamental and Option Licensing qualifications, as well as the Chartered Investment Manager (CIM) designation.
Experience at RBC Global Asset Management
Before her role at Edward Jones, Melodi Liao worked as a Fund Accountant at RBC Global Asset Management from 2010 to 2012. In this position, she gained valuable insights into asset management and financial reporting, contributing to her comprehensive understanding of the investment landscape.
WSET Level 3 Award in Wines and Spirits
In addition to her finance-related qualifications, Melodi Liao studied at the Wine & Spirit Education Trust, where she achieved the WSET Level 3 Award in Wines and Spirits. This certification reflects her knowledge of wines and spirits, showcasing her diverse interests beyond the finance sector.