Tao Liu

Tao (Tony) Liu, CPA, currently serves as a Senior Total Wealth Planner at Scotia Wealth Management since January 2024. Prior experience includes roles as a Tax Manager at KPMG Canada from December 2021 to January 2024, and as a Senior Tax Associate at PwC Canada from October 2018 to November 2021. Tao has also held positions such as Senior Financial Accountant at Academy Group of Companies and Assistant Controller at Westpoint Capital Corporation. Education includes TEP Candidate status from STEP Canada, CFP Candidate status from FP Canada, completion of the In-Depth Tax Program from CPA Canada, and a CPA designation with a focus on Audit and Taxation from CPA Canada. Additionally, Tao holds a Bachelor of Business Administration in Accounting from Trinity Western University.