Xiaofan (Jovan) Liu
Financial Security Advisor
I'm ready to work with you to help ensure you and your family’s financial security goals are met. I'm an experienced and knowledgeable financial security advisor and I help my clients create comprehensive financial security plans that include:
- Retirement planning
- Life insurance
- Children’s education
- Investment strategies
- Mortgage arrangement
- Estate planning
I have a Bachelor degree in science from York University and a Master degree in economics.
I look forward to working with you!
Supporting your parent’s legacy
May 15, 2022 - Canada Life
If you find this is a dialogue your parents are avoiding, you can take the lead in initiating it...Read more
Inflation 101 – what’s inflation and what does it mean for you?
May 05, 2022 - Canada Life
Let’s take a look at some of the positive and negative aspects of inflation...Read more
The true cost of vehicle ownership—how much to budget for a car
May 01, 2022 - Canada Life
Whatever way you choose to acquire a vehicle, it’s important to stay within your budget; whether that’s for a down payment or for financing...Read more