Rae Liu

Rae joined Nicola Wealth as an Associate Portfolio Manager in June 2023 with nearly a decade of experience as a portfolio manager and credit analyst across the credit spectrum and geographies.

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. Rae also worked at RP Investment Advisors and Phillips, Hager & North where she focused on credit research.

Rae 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). Rae also holds an MBA degree from the University of Toronto's Rotman School of Management and is a CFA Charterholder.

Outside of the office, you can find Rae spending time with her family, dancing, playing poker, traveling, and hanging out with her two fluffy ragdoll cats and her golden retriever.