Peter Lieu joins WealthCo Asset Management.

WealthCo Asset Management Inc. is happy to announce that Peter Lieu , CFA has joined our team in the role of Chief Investment Officer and leading our Portfolio Management team.

Peter, a native Albertan has spent the last 12 years as Head of Private Markets for the Abu Dhabi Retirement Pension and Benefits Fund. There, he was responsible for building out the private equity, real estate and infrastructure program for the Abu Dhabi Retirement Pension & Benefits Fund; which is a defined benefit pension plan with 80,000 plus members. Prior to his time in Abu Dhabi, Peter spent 10 years with Alberta Finance in the Investment Management Division, the predecessor firm to Alberta Investment Management Corporation, AIMCo.

"Great people lead to great companies, I am very pleased to announce the addition of another great individual to the WealthCo team, Peter Lieu. We look forward to the positive impact Peter's experience, insight and passion will have on our investment team and our organization as a whole."

David Udy, President - The WealthCo Group of Companies

A strong relationship builder, Peter and his team’s outstanding performance in the alternative asset classes coupled with asset-liability reviews resulted in an increase in allocation to private equity, real estate and infrastructure. We expect his global relationships and networks to enhance our client experience.

The addition of Peter to our team will continue to allow us to deliver a ‘pension style’ experience to the retail investor and grow our firm so we can meet the needs of even more Canadian families and companies. Peter’s investment philosophy of using alternatives to improve portfolio construction aligns him well with our investment philosophy.

While 2020 has been a challenging year for many, WealthCo Asset Management is excited about the opportunities the future will bring and we continue to build our team with an eye on that future.

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WealthCo is a corporate group that includes, WealthCo Planning Services Inc. and WealthCo Risk Management Inc. and WealthCo Asset Management Inc.  Investment Management services are provided under WealthCo Asset Management.  That firm is registered as an Exempt Market Dealer in the provinces of Alberta, British Columbia, Manitoba, Saskatchewan and Ontario.  It holds a Portfolio Manager license in the provinces of Alberta, British Columbia, Manitoba and Saskatchewan and an Investment Fund License in the province of Alberta.  The information in this website is directed to individuals registered in those provinces.  The information provided here is for general information purposes and should not be construed as providing advice.  WealthCo has not independently verified any information set out herein.  Any opinions set out herein are subject to change and WealthCo does not undertake to notify the reader of such changes.