Teresa Tong Liu

Teresa Tong Liu has over 16 years of experience in client relationship management and customer service within the financial services industry. Currently a Client Relationship Consultant and previously a Client Relationship Manager at Canada Life since January 2020, Teresa has a strong background from Great-West Life, where roles included Senior Customer Service Specialist and Senior Customer Service Assistant, focusing on group retirement services. Key responsibilities included managing multi-million dollar pension and retirement plans, processing significant transactions, preparing detailed reports, and ensuring high-quality customer service. Earlier experience as an Office Administrator at TS TECH involved improving operational efficiency through the creation of spreadsheets and assisting in various administrative functions. Teresa holds a Bachelor of Commerce in Marketing from Carleton University.