Roger Liu

Roger Liu

Senior Private Banker Business Owners

B. Econ (Hons)

Setting personal goals is the first step in turning the invisible into the visible

Phone

Mobile

(289) 218-9675

Office Location

1470 Don Mills Road 3rd Floor Toronto, ON M3B 2X9. map

As your Senior Private Banker, Business Owners, I am dedicated to bring the bank to you and to meet with you when and how it suits you best. Acting as your guide, I’ll provide you with access to custom solutions, products and services from across TD Bank Group (TD). I can collaborate with your team of outside professionals to help integrate our solutions with all other aspects of your life.

I am here to help you simplify your financial life so you can focus on the things that matter most to you. Imagine having someone who provides you with tailored and hand-selected access to a variety of professionals and specialized services. Someone who responds with thoughtful insights and solutions that consider tax implications, family dynamics, and other priorities.

Certificates

B. Econ (Hons)

Languages

English

Specialists For Every Stage Of Your Business

You'll have access to a knowledgeable team of planning specialists who can help you with strategies to grow and transition your wealth. TD specialists provide private wealth management, commercial banking solutions, estate planning, strategic tax planning and business succession planning.

Understanding the often complex needs associated with your busy lifestyle, the demands of managing your business and the challenges of growing your personal wealth is the foundation of what we do.

Benefits of Private Banking

A full-spectrum approach. We go beyond the numbers to truly see the whole you.

Deep Discovery

We discover your concerns, priorities and goals. By understanding your whole financial picture, we can help you build on your success.

Business Expertise

With our knowledge of you, your industry and life cycle, we can support you across all stages of life and business.

Goals-Based Advice

Guided by your goals, we help curate banking and wealth solutions that are tailored to your needs.

We will help you achieve your vision of success through:

Building your net worth - we know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you achieve that vision.

Implementing tax-efficient strategies - you've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will help structure your investment portfolio to help reduce tax exposure while keeping income available as and when you need it.

Protecting what matters most to you - life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.

Preparing for the legacy you want to leave - you are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of wealth to those who matter most to you.

A Distinct Discovery

Anchored in a deep understanding of you

To act for another, one must know the other as they know themselves. Starting with a blank page, an inquisitive mind and great deal of empathy, we ask numerous questions to reveal what is truly most important to you, your family and business. Each person's needs are unique and our goal is to offer you the relevant, customized wealth advice you deserve. We can only do that by getting to the heart of what matters most to you. That's why our approach is to understanding what is important to you, your family and your values. We want to discover everything about you, all the things in your life which make up you and your financial DNA.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

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