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Alice Liu

About me

Name
Alice Liu

Certifications and designations
CFP

Role
Financial Planner

Branch / Area served
Richmond Centre

Languages spoken
English, Mandarin

Contact

Financial Planner
Alice Liu, CFP
604.288.3439 (Direct line)
Emailalice.liu@coastcapitalsavings.com

Partnering Financial Associate
Jesse Dean
604.288.3435 (Direct line)
Emailjesse.dean@coastcapitalsavings.com

Meet Alice

Helping clients achieve financial success is at the core of my work. As a Financial Planner, I specialize in investment strategies, retirement and tax planning, and wealth management — offering tailored solutions that empower individuals to make informed financial decisions with confidence. Passionate about uncovering financial gaps, I take a strategic approach to provide solutions that bridge them. My philosophy is built on trust, transparency, and a client-first mindset — ensuring that every financial plan is as unique as the individual behind it. I deeply value the trust my clients place in me and always strive to act in their best interests. Beyond my professional role, I'm committed to financial literacy — particularly educating young children about money management. By fostering financial awareness early, I aim to equip future generations with the knowledge to build lasting financial security.

Using innovative tools and expertise, our Coast Capital Financial Advisors work to understand your needs and goals to find the wealth solutions that work for you.

View all advisors

Coast Capital Savings Federal Credit Union provides advice and service related to deposit, loan and mortgage products. Coast Capital Wealth Management Ltd., a wholly owned subsidiary of Coast Capital Savings Federal Credit Union, provides investment and financial planning services. Coast Capital Financial Management Ltd., a wholly owned subsidiary of Coast Capital Savings Federal Credit Union, provides advice and service related to segregated fund contracts, annuities and life insurance products in Alberta, British Columbia, and Ontario. Worldsource Financial Management Inc., sponsoring mutual fund dealer, provides advice and service relating to mutual funds. Mutual fund values change frequently and past performance may not be repeated. Commissions, trailing commissions, management fees and expenses may all be related with mutual fund investments. Important information about mutual funds is contained in the relevant fund facts and simplifled prospectus. Please read the fund facts carefully before investing.

Operating under the trade name, Coast Capital Investment Management, investments and financial planning services are provided through Worldsource Securities Inc., sponsoring investment dealer and Member of the Canadian Investor Protection Fund and of the Canadian Investment Regulatory Organization (CIRO).

Online brokerage services are offered through Qtrade Investor, a division of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund.