Jaclyn Liu, MBA, CIM, RIS

Regional Sales Manager at BMO GAM | CFA Certificate in Sustainable Investing | UBC Sauder PMBA ‘23

📍 Canada🔄 Updated September 2026💼 1 investments📅 1 years investing🗓 Last invested May 2025
VC🌍 Canada
1
Total investments
0
Early stage
0
Mid stage
1
Late stage
1y
Years active

Portfolio

1 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Angel Squad (Angel Investor)
May 2025
Hustle Fund is a venture capital firm investing in hilariously-early pre-seed founders. Learn more about Hustle Fund and pitch us here: hustlefund.vc If you are here to learn about ANGEL SQUAD, youve come to the right place. We help teach professionals how to invest in startups alongside Hustle Fund. Learn how we do this here: https://hustlefund.vc/squad
Experience · 5 entries
All (5)
Investments (1)
2025
Senior Associate (Regional Sales Manager)
Sep 2025
Backed by a 200-year legacy of BMO Financial Group, we bring an agile, forward-thinking approach to deliver market insights and access to investment solutions for Canadian investors. In a world of rapid market shifts, we aim to support our clients by providing access to the wide variety of products, including mutual funds, ETFs, and alternative investments, designed to meet the varied needs of Canadian investors. We also provide in-depth market commentary to help our clients navigate the evolving financial landscape with confidence. To learn more, visit: www.bmogam.com
Angel Squad (Angel Investor)
May 2025
Hustle Fund is a venture capital firm investing in hilariously-early pre-seed founders. Learn more about Hustle Fund and pitch us here: hustlefund.vc If you are here to learn about ANGEL SQUAD, youve come to the right place. We help teach professionals how to invest in startups alongside Hustle Fund. Learn how we do this here: https://hustlefund.vc/squad
2022
Business Development Manager, Vice President of Sales (Secondment)
2022
Mackenzie Investments is a leading investment management firm providing investment advisory and related services to retail and institutional clients. Mackenzie’s heritage is one marked by innovation and thought leadership driven by expertise in asset management that creates financial success for investors. Today, we are building on that legacy with determined energy, forward thinking and innovative, timely ideas. Our progress is fueled by leading minds recruited from world-class institutions. With top talent, the stability of strong ownership, and an unwavering commitment to investor success, Mackenzie builds confidence in a changing world.
2020
Partnerships and Account Executive
2020
Payfirma is an award-winning payments company that helps businesses accept credit and debit cards online, in-stores, and on mobile devices. Over 8,000 businesses across North America use Payfirma’s payment tools to get paid easily and keep all transaction data in one, simple place. When businesses use data to make decisions abut customers, products, and employees, they run smarter, more successful companies.
2018
Associate
2018
At RBC Dominion Securities, our vision is simple: to always earn the right to be our clients’ first choice for wealth management services. We know that to achieve this vision, we must invest in our business and ensure our advisors have access to best-in-class tools and resources. For more than a century, we have helped individuals, families, businesses, charitable foundations, and other organizations build on and preserve their wealth through sound financial planning, trusted investment advice and unparalleled wealth management solutions. We are committed to providing advisors with the tools and support needed to scale their business. It’s why today, RBC Dominion Securities is one of Canada’s leading full-service investment and wealth management firms. RBC Dominion valeurs mobilières a une vision simple : toujours mériter le privilège d’être le premier choix de ses clients pour la gestion de leur patrimoine. Pour ce faire, nous savons qu’il faut investir dans nos activités et veiller à ce que nos conseillers aient accès à des outils et à des ressources de pointe. Depuis plus de cent ans, nous aidons les particuliers, les familles, les entreprises, les fondations de bienfaisance et d’autres organisations à constituer un patrimoine et à le préserver grâce à une planification financière judicieuse, à des conseils de placement fiables et à des solutions de gestion de patrimoine sans pareilles. Nous nous faisons un devoir de fournir aux conseillers les outils et le soutien dont ils ont besoin pour augmenter leur volume d’affaires. C’est pourquoi RBC Dominion valeurs mobilières fait aujourd’hui partie des plus grandes sociétés de gestion de patrimoine et de placements à service complet du Canada. https://www.rbcds.com/en/about-us/ For information about our legal terms of use, please visit www.rbc.com/legal/#social_media.