Ask about investments, insurance, retirement and estate planning.

Senior Wealth Advisor Servus Wealth Strategies Aviso Wealth

Louis holds his Certified Financial Planner^® designation and is fluent in Mandarin Chinese. After graduating from the University of Alberta with a Bachelor of Commerce in Finance with Distinction, he chose to pursue a career in financial services to pursue his passion – private wealth management.

Louis believes in bridging the gap between the complex investment world and his members' peace of mind. Investing isn't about throwing darts at a board to see what sticks – he focuses on careful step-by-step financial planning to guide his members' investment decisions.

He also understands that every members' financial situation is unique and everyone deserves expert wealth advice. Here in Downtown Calgary, Louis and his team are always looking forward to working with our members and meeting new people.

Contact

Contact Louis at 403.771.1368
Louis.Liu@servus.ca

Meet the team

Jordan Munteanu
Senior Wealth Advisor Associate
780.638.8634

Tools & resources

• IIROC Advisor Report
• Investment goal calculator
• Investor profile questionnaire