Integrating and simplifying a wide range of holistic wealth planning services.
Yan Li, B.Comm, CFP®

Investment Advisor and Financial Planner

Tel: 403-869--6181

Address

BMO Nesbitt Burns
525 8th Avenue SW
Suite 1000
Calgary, AB
T2P 1G1
Map

Contact Me

Welcome!

As an Investment Advisor and Financial Planner, I provide affluent families, individuals and business owners with highly personalized investment advice and develop complete, holistic financial plans tailored to their personal and financial needs.
 
Deeply committed to making the wealth management experience easy, clear and comfortable for you, I will act as your single point of contact for all your wealth services and your financial questions and decisions, large and small, even if they do not concern your investments.
 
I am often asked, How long should my mortgage term be? Do I need more insurance coverage? Should I purchase or rent my home? Is it best for me to contribute to my RRSP or TFSA right now? I am more than happy to help you with any decisions that influence your wealth, future security and peace of mind.
My valued clients are important to me and I am always available to help them. I welcome and enjoy working with many different kinds of people.
 
My proven track record of building client trust is based upon my ability to offer sound advice, build professional yet personal relationships, manage details with precision, and explain important concepts in depth at each person’s comfort level. It is my goal to help you become an empowered, informed investor.
 
Here are just a few more reasons to work with me:
  • I hold the Certified Financial Planner (CFP®) designation, considered the standard for the financial planning profession worldwide.
  • At BMO Private Wealth, I have a very broad product shelf and a large team of specialists who help me deliver a wide range of wealth planning services.
  • I’m fluently bilingual in English and Chinese.