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

Holistic Financial Planning

I guide successful families through pivotal moments and the often complex and emotional financial decisions that may arise over time. My role is to partner with you to navigate the opportunities and challenges that come with wealth.
 
A diversified and disciplined investment portfolio is only one component of your financial success. I will advise you with a holistic perspective and create a complete wealth plan that includes retirement and tax strategies. If you are retired, I will also help you with income planning.
 
As a former banker, I understand the bank’s products and services in depth. Based upon your financial plan, I can identify solutions other advisors might not. For example, BMO’s range of mortgage products, credit card benefits and ability to include insurance in your credit card package.
  

Collaborating with BMO specialists

Working with a passionate, experienced team of BMO Private Wealth specialists, we will create your customized and complete Wealth Plan. After working to truly understand your short- and long-term goals, together we will advise you regarding tax considerations, create trusts if required, and help you plan and protect your estate and legacy. My broad network of BMO Private Wealth specialists brings you tremendous financial bench strength:
 
  • Will reviewers
  • Private Banking professionals
  • Tax planners
  • Business and Commercial Bankers
  • Asset managers
  • Investment bankers
  • Trust and estate planners
  • Risk management experts
  • Insurance specialists
  • Business succession specialists
  • Credit consultants
  • Strategic philanthropy consultants
 
Staying relevant and updated. I will constantly adjust your plan and banking services to external conditions and life transitions to ensure your goals are proactively, strategically managed. This saves you time and worry when making important decisions. You know your financial affairs are in order and will remain on track to reach your goals throughout your life – the ultimate benchmark of success.
 
Guiding you through major life transitions. With the specialized assistance of my BMO Private Wealth partners, I can add significant value when helping you and your loved ones to prepare for major milestones or manage periods of transition; for example, when you:
 
  • Get married or divorced
  • Buy or sell a practice or business
  • Inherit money or win a lottery
  • Change your career
  • Start a family
  • Plan for and enter your retirement years
  • Buy or renovate your home or vacation property
  • Have an accident or are diagnosed with a major illness
  • Decide to fund an education
  • Wish to make a major charitable contribution
 
Multigenerational services: A full family perspective
 
Family comes first. As a very family-oriented person, I understand my clients’ desire to help their sons, daughters and parents in every possible way. Families who involve the entire family in an open and transparent way tend to build lasting wealth.  
 
Saving is a big part of any family’s financial success. Most of my clients have an impressive capability to save, yet even those who have strong net wealth don’t feel financially secure. I will show you the full picture and let the numbers themselves demonstrate that you may be able to spend more than you think. Financial planning can liberate you to fund tuition, make that special purchase, or retire at your target age.
 
Multigenerational planning is all about engaging the whole family. I will help your kids to start learning about finance at an early age, welcome them into the exciting world of investing, teach them money basics and help them learn to manage small accounts before they inherit larger amounts. I will also work with your elders to help them manage their bank accounts and finances.
 
Estate planning is extremely important – your family will be left with an enormous tax bill unless you have a proper will, Powers of Attorney, updated beneficiaries and clear personal directives. I will help you attend to these considerations with clarity and sensitivity.