Rae Liu

No open positions remaining

Finance

Consumer Services

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.

Former positions of Rae Liu

Companies	Position	End
Nicola Wealth Management Ltd. Nicola Wealth Management Ltd. Investment ManagersFinance Nicola Wealth offers a broad range of diversified investments that generate stable cash flow with less volatility than a typical "stocks and bonds" portfolio. Their investment philosophy doesn't rely solely on price appreciation. The firm believes that cash flow investing delivers accelerated wealth building while assuring flexibility to rebalance, protection from market volatility, and peace of mind that the clients are earning a sustainable income.	Portfolio Manager-Equities	31/07/2025
Ontario Teachers' Pension Plan Board Ontario Teachers' Pension Plan Board Investment ManagersFinance OTPPB is an active, global investor which seeks to achieve superior returns and manage related risks to ensure the long-term sustainability of the pension plan. With board oversight, the plan's management manages both the policy and asset mix together under their expanded OneTeachers' total-fund strategy. They invest strategically across key markets and sectors to deliver steady returns.	Corporate Officer/Principal	30/04/2023
ONEX Canada Asset Management, Inc. (Investment Management) ONEX Canada Asset Management, Inc. (Investment Management) Investment ManagersFinance OCAM-IM seeks to preserve clients' capital, manage risk and deliver outstanding long-term investment returns through varying economic and market cycles. The firm focuses on generating strong absolute, rather than relative, investment returns. They employ bottom-up security selection based on fundamental analysis and in-depth research, coupled with their top-down macroeconomic view.	Corporate Officer/Principal	30/06/2021

See the detail of Rae Liu's experience

Training of Rae Liu

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Rae Liu's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	5
Ontario Teachers' Pension Plan Board Ontario Teachers' Pension Plan Board Investment ManagersFinance OTPPB is an active, global investor which seeks to achieve superior returns and manage related risks to ensure the long-term sustainability of the pension plan. With board oversight, the plan's management manages both the policy and asset mix together under their expanded OneTeachers' total-fund strategy. They invest strategically across key markets and sectors to deliver steady returns.	Finance
ONEX Canada Asset Management, Inc. (Investment Management) ONEX Canada Asset Management, Inc. (Investment Management) Investment ManagersFinance OCAM-IM seeks to preserve clients' capital, manage risk and deliver outstanding long-term investment returns through varying economic and market cycles. The firm focuses on generating strong absolute, rather than relative, investment returns. They employ bottom-up security selection based on fundamental analysis and in-depth research, coupled with their top-down macroeconomic view.	Finance
University of Toronto University of Toronto Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Nicola Wealth Management Ltd. Nicola Wealth Management Ltd. Investment ManagersFinance Nicola Wealth offers a broad range of diversified investments that generate stable cash flow with less volatility than a typical "stocks and bonds" portfolio. Their investment philosophy doesn't rely solely on price appreciation. The firm believes that cash flow investing delivers accelerated wealth building while assuring flexibility to rebalance, protection from market volatility, and peace of mind that the clients are earning a sustainable income.	Finance
Sauder School of Business Sauder School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

See company connections