Lisa Liu, Financial Planner, RBC Financial Planning

Lisa Liu, Financial Planner, RBC Financial Planning Lisa has over 10 years of experience in the financial industry. Over the past nine years, she has he These are moments when you need to make big decisions.

As a financial planner, I specialize in helping people get through big life changes with financial impact, like unexpected job loss, marriage breakdown or early retirement. Let me help you understand the financial implications of your choices. Royal Bank of Canada and Royal Mutual Funds Inc.

How you own your home matters for tax planning
06/04/2020

How you own your home matters for tax planning

There are other options to owning your home personally that can be beneficial depending on your situation

when I would like to retire and how long it takes me to get used to being retired. For now, the answer is never. I LOV...
10/30/2019

when I would like to retire and how long it takes me to get used to being retired. For now, the answer is never. I LOVE what I do, my job is my hobby, and I have no idea what I am going to do after retirement. In addition, the FEAR of not having the same amount of the pay cheque coming in every month, but having ALL the time in the world also cannot be ignored.

Based on my years of experience as a financial planner, my suggestion is (if possible) to transition yourself from a full-time capacity to a part-time capacity at work, so that you could spend your spare time to figure out what you would like to do in retirement and the cost associated with that lifestyle in the meanwhile you are still collecting a good portion of your pay cheque.

Of course, everyone is different. The best solution for you could be totally different than mine, reach out to me (love to assist) or at least talk to an accredited financial planner, because this is very important.

The vastness of time spread out in front of me on the horizon like an ominous-looking black lake on a moonless night.

Harvard scientists say these 5 things can prolong your life by a decade
07/30/2019

Harvard scientists say these 5 things can prolong your life by a decade

You’ll have to make some trade-offs if you want those extra years.

RRIFs can be complex. Here's a definition so simple, even a kid can explain it
07/11/2019

RRIFs can be complex. Here's a definition so simple, even a kid can explain it

Retiring soon? Here's a definition of a RRIF so simple, even a kid can explain it.

Facebook confirms it will launch a cryptocurrency called Libra in 2020
07/04/2019

Facebook confirms it will launch a cryptocurrency called Libra in 2020

The effort is supported by Mastercard and Visa, among dozens of other partners

The traditional idea of marrying your high school sweetheart and having enough kids to form a sports team is changing. I...
07/04/2019

The traditional idea of marrying your high school sweetheart and having enough kids to form a sports team is changing. In 2016, for the first time in Canadian history, one-person households were the most common type of living situation ahead of couples with children.

The traditional idea of marrying your high school sweetheart and having enough kids to form a sports team is changing. People are now getting married later, staying single longer and putting an emphasis on juggling a work-life balance.

How will we get around in 2050?
06/27/2019

How will we get around in 2050?

The push for cleaner air will mean more electric vehicles that are driverless and shared, according to experts.

As part of its ongoing commitment to support female entrepreneurs, Visa is launching a global initiative – She’s Next, E...
03/18/2019

As part of its ongoing commitment to support female entrepreneurs, Visa is launching a global initiative – She’s Next, Empowered by Visa – to encourage women small business owners as they build, sustain and advance their businesses.

SAN FRANCISCO & NEW YORK — As part of its ongoing commitment to support female entrepreneurs, Visa (NYSE: V) is launching a global initiative – She’s Next, Empowered by Visa – to encourage wome…

Little known tax breaks for seniors and their families
03/11/2019

Little known tax breaks for seniors and their families

CTV's Chief Financial Commentator Pattie Lovett-Reid discusses tips on how to help pay for senior care - including some little-known tax breaks.

A roundup of the in-season produce you need to cook and bake with in January.
01/21/2019

A roundup of the in-season produce you need to cook and bake with in January.

A roundup of the in-season produce you need to cook and bake with this month

Address

3100-201 Portage Avenue
Winnipeg, MB
R3B3K6

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+12049961316

Website

Alerts

Be the first to know and let us send you an email when Lisa Liu, Financial Planner, RBC Financial Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category