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Tracy Liu - BMO Financial PlannerFinancial advisor in Oakville, ON

Tracy Liu - BMO Financial Planner is a financial advisor at 320 Dundas St E, Oakville, ON L6H 6Z9, ranked #42 of 321 investment advisors in Oakville and rated 4.0 from 4 Google reviews. Open Monday to Saturday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Oakville, ONUpdated 0 paid placements in any rankingHow we rank

Call (905) 257-0619Website ↗

Key facts

Key facts about Tracy Liu - BMO Financial Planner
Address320 Dundas St E, Oakville, ON L6H 6Z9Get directions
Phone(905) 257-0619
Websitefinancialplanner.bmo.com
HoursOpen Monday to Saturday
Google rating4.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Investment AdvisorsGoogle main category
  • Financial Plannersbusiness name

Service area

Serves Oakville and 10 towns within 40 km: Mississauga, Milton, Burlington, Brampton, Etobicoke, Hamilton, Toronto, Ancaster, East York and North York.

Based in Oakville, ONView on map

Opening hours

Opening hours for Tracy Liu - BMO Financial Planner
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 8 PMevening
Friday9 AM – 7 PMevening
Saturday9 AM – 4 PM
SundayClosed
  • Open evenings (after 6 PM)
  • Open Saturdays
  • Open Sundays — no

Questions about Tracy Liu - BMO Financial Planner

How is Tracy Liu - BMO Financial Planner ranked in Oakville?

Tracy Liu - BMO Financial Planner is ranked #42 of 321 investment advisors in Oakville by RFA Score, with 59 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Tracy Liu - BMO Financial Planner’s hours?

Tracy Liu - BMO Financial Planner is open Monday to Saturday. Its listed hours are Open Monday to Saturday. On Saturdays it is open 9 AM to 4 PM and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Tracy Liu - BMO Financial Planner serve?

Serves Oakville and 10 towns within 40 km: Mississauga, Milton, Burlington, Brampton, Etobicoke, Hamilton, Toronto, Ancaster, East York and North York. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Tracy Liu - BMO Financial Planner?

Tracy Liu - BMO Financial Planner has a rating of 4.0 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Tracy Liu - BMO Financial Planner?

Call Tracy Liu - BMO Financial Planner on (905) 257-0619. The business is at 320 Dundas St E, Oakville, ON L6H 6Z9. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Tracy Liu - BMO Financial Planner compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Tracy Liu - BMO Financial Planner (this business)—594.0 (4)YesNo
Common Wealth Retirement#40595.0 (17)NoNo32.1 km
Ranjan Choudhary- Mortgage Agent, Life Insurance & Investments Agent - Providing Tailored Mortgage & Investments Solutions#41595.0 (14)YesYes23.3 km
Schneider & Pollock Wealth Management Inc.#43595.0 (17)NoNo32.7 km

See all 321 ranked investment advisors in Oakville