Candace Liu

Candace Liu is an Associate in the Client Service team at Pembroke Private Wealth Management, where she supports clients with precision, reliability and a deep respect for the trust they place in her. Based in Toronto, she works closely with Pembroke’s investment and operations professionals to ensure that each client experience reflects the firm’s high standards of service and integrity.

Candace began her career in the financial services industry in 2022. Prior to joining Pembroke, she worked as an Investment Advisor at a major Canadian bank, helping clients implement investment strategies aligned with their long-term objectives. Earlier in her career, she held client service and operational roles in the bank’s self-directed investing platform, where she developed a strong foundation in account administration and investor support.

At Pembroke, Candace is known for her thoughtful, solutions-oriented approach. Her commitment to accuracy, follow-through and professionalism helps foster confidence among the clients and colleagues she serves.

Outside of work, Candace enjoys exploring new restaurants and is developing a growing passion for golf.

Highlights

• Client Service Associate, supporting families and individuals
• Brings hands-on experience from both the advisory and operational sides of the investment industry

Previous Experience

• Investment Advisor at a major Canadian bank
• Client service and operations roles within the bank’s self-directed investing platform

Education and Professional Designations

• Bachelor of Business Administration, Professional Accounting and Operations Management, Hong Kong University of Science and Technology