Louis Liu

Ask about investments, insurance, retirement and estate planning.

Louis Liu
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

Tools & resources

Servus Wealth Strategies Ltd. is a subsidiary of Servus Credit Union Ltd. offering financial planning, life insurance and investments.

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.

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