Colin Liu

Colin Liu, CFP, CIM, currently serves as the Head of Wealth Planning at August Group, leading projects in wealth management for ultra-high net worth families and professional athletes. Prior to this role, Colin was a Senior Wealth Advisor and gained extensive experience at Scotia Wealth Management as a Wealth Management Associate and Associate Portfolio Manager. Colin also worked at Scotiabank as a Financial Advisor, where they built and maintained a substantial client base, focusing on retirement planning and financial strategy. Additionally, they held leadership positions, including Director at the Halton Region Chinese Canadian Association and President of the Federation of Charitable University Students, where they organized significant charitable events.