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Alice Liu

Financial Planner at Coast Capital Savings

Alice Liu, CFP, has extensive experience in financial planning and management, currently serving as a Financial Planner at Coast Capital Savings since January 2014 and at Worldsource Financial Management since January 2019. Previous roles include Financial Associate at Coast Capital Wealth Management and Financial Services Manager at BMO. Early career experience includes an internship at HSBC, where responsibilities involved supporting the Business Development team. Alice Liu holds a Bachelor of Arts in Economics and Commerce from The University of British Columbia, completed in 2010.

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Vancouver, Canada

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