Rae Liu

Rae Liu, CFA, MBA, currently serves as an Associate Portfolio Manager at Nicola Wealth since June 2023. Prior to this role, Rae held the position of Principal in Capital Markets at Ontario Teachers' Pension Plan, focusing on credit investing strategies across various credit products. Rae's experience also includes serving as a Senior Associate at Onex Credit and a Credit Research Analyst at Gluskin Sheff + Associates Inc., which was acquired by Onex Corporation. Earlier roles included internships and analyst positions at RP Investment Advisors, UBC Portfolio Management Foundation, Phillips, Hager & North | RBC Global Asset Management, and Guardian Capital LP. Rae Liu completed an MBA at the University of Toronto's Rotman School of Management, achieving Dean's List honors, and holds a Bachelor's Degree in Finance (Honours) from UBC Sauder School of Business.