Rae Liu
Portfolio Manager-Equities at Nicola Wealth Management Ltd.
Profile
Ms. Rae Liu, CFA MBA, is an Associate Portfolio Manager at Nicola Wealth Management Ltd.
Prior to joining Nicola Wealth, she worked at Ontario Teachers' Pension Plan as Principal, Capital Markets, specializing in US credit investments with a primary focus on public fundamental strategies.
Her experience also includes working at Gluskin Sheff/Onex Credit, first as a Credit Analyst covering various North American industries and credits, and later as Senior Associate.
Ms. Liu also worked at RP Investment Advisors and Phillips, Hager & North where she focused on credit research.
She received a Bachelor of Commerce degree in Finance from the Sauder School of Business at the University of British Columbia and is a Leslie Wong Fellow of the UBC Portfolio Management Foundation (PMF).
Ms. Liu also holds an MBA degree from the University of Toronto's Rotman School of Management and is a CFA Charterholder.
Rae Liu active positions
Companies | Position | Start |
---|---|---|
Nicola Wealth Management Ltd.
Nicola Wealth Management Ltd. Investment ManagersFinance Nicola Wealth Management Ltd. (Nicola Wealth) is a Canadian investment management firm headquartered in Vancouver, British Columbia. The firm was founded by John M. Nicola in 1994 as John Nicola Financial Group Ltd. They are a subsidiary of NWM Holdings Ltd., which is ultimately owned by Cementir Holding NV (BIT: CEM) in Italy. They provide bespoke wealth management and asset management services to affluent individuals, families, and institutions across Canada and the US. Nicola Wealth is a signatory of the United Nations? Principles for Responsible Investment (UNPRI). | Portfolio Manager-Equities | 31/05/2023 |
Former positions of Rae Liu
Companies | Position | End |
---|---|---|
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board Investment ManagersFinance The Ontario Teachers' Pension Plan Board (OTPPB) is the Province of Ontario’s pension fund manager headquartered in Toronto, Canada. Founded in 1990, OTPPB administers a defined benefit pension plan to active and retired teachers in Ontario. The firm manages investment portfolio for the benefit of present and future plan members and their survivors. OTPPB is a signatory to the UN Principles for Responsible Investment (UNPRI). | Corporate Officer/Principal | 30/04/2023 |
ONEX Canada Asset Management, Inc. (Investment Management)
ONEX Canada Asset Management, Inc. (Investment Management) Investment ManagersFinance ONEX Canada Asset Management, Inc. (Investment Management) (OCAM-IM) is the investment management division of ONEX Canada Asset Management, Inc., an investment company headquartered in Toronto, Canada. Formerly known as Gluskin Sheff + Associates, Inc., the firm was founded by Ira Gluskin and Gerald Sheff in 1984 and is a subsidiary of ONEX Corp. (TSX: ONEX). OCAM-IM provides private and liquid market investment solutions to wealth advisors and their clients. | Corporate Officer/Principal | 30/06/2021 |
Training of Rae Liu
University of Toronto | Masters Business Admin |
Sauder School of Business | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
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Linked companies
Private companies | 3 |
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Nicola Wealth Management Ltd.
Nicola Wealth Management Ltd. Investment ManagersFinance Nicola Wealth Management Ltd. (Nicola Wealth) is a Canadian investment management firm headquartered in Vancouver, British Columbia. The firm was founded by John M. Nicola in 1994 as John Nicola Financial Group Ltd. They are a subsidiary of NWM Holdings Ltd., which is ultimately owned by Cementir Holding NV (BIT: CEM) in Italy. They provide bespoke wealth management and asset management services to affluent individuals, families, and institutions across Canada and the US. Nicola Wealth is a signatory of the United Nations? Principles for Responsible Investment (UNPRI). | Finance |
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board Investment ManagersFinance The Ontario Teachers' Pension Plan Board (OTPPB) is the Province of Ontario’s pension fund manager headquartered in Toronto, Canada. Founded in 1990, OTPPB administers a defined benefit pension plan to active and retired teachers in Ontario. The firm manages investment portfolio for the benefit of present and future plan members and their survivors. OTPPB is a signatory to the UN Principles for Responsible Investment (UNPRI). | Finance |
ONEX Canada Asset Management, Inc. (Investment Management)
ONEX Canada Asset Management, Inc. (Investment Management) Investment ManagersFinance ONEX Canada Asset Management, Inc. (Investment Management) (OCAM-IM) is the investment management division of ONEX Canada Asset Management, Inc., an investment company headquartered in Toronto, Canada. Formerly known as Gluskin Sheff + Associates, Inc., the firm was founded by Ira Gluskin and Gerald Sheff in 1984 and is a subsidiary of ONEX Corp. (TSX: ONEX). OCAM-IM provides private and liquid market investment solutions to wealth advisors and their clients. | Finance |
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