Diana Liu

Diana Liu, CPA, CFA, currently serves as an Associate in Asset Management Operations at Nicola Wealth since November 2024. Prior to this role, Diana worked at BCI from January 2019 to November 2024, progressing from Senior Business Analyst to Manager of Business Support, where responsibilities included executing SimCorp upgrades and client onboarding. Earlier experience includes a position as a Financial Analyst at Mackenzie Investments, focusing on fund financial reporting and internal controls, and a previous role as a Conversion Analyst, facilitating a transition to a new investment management platform. Diana's early career includes leadership as Junior Board President at the Canada China Business Communication Council and experience as a Corporate Relations Consultant with AIESEC. Educational credentials include a Graduate Diploma in Accounting and a Bachelor of Commerce from Queen's University, alongside professional certifications from CPA Canada and the CFA Institute.