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

Meet Yan

Yan Li, B.Comm, CFP® 
Investment Advisor & Financial Planner

Tel.: 403-869-6181
Email: Yan.Li@nbpcd.com

Yan enjoys working closely with clients to explore investment solutions that address their unique financial goals. She has been gaining experience in the financial services industry since 2007, providing affluent individuals and families with comprehensive, multigenerational wealth management. Her holistic services include retirement and estate planning and tax strategies.
 
Yan joined BMO in September 2021 to offer her clients a wider universe of investment options in collaboration with a network of seasoned specialists. Previously, Yan was a Financial Planner with TD Wealth Calgary, a Personal Banking Specialist and Mutual Fund Advisor with First Calgary Financial and a Financial Services Manager with BMO Financial Group.
 
Yan holds a Bachelor of Commerce degree in Finance and Marketing from Saint Mary’s University and the Certified Financial Planner (CFP®) designation conferred by FP Canada.
 
Outside of the office, Yan and her husband have a young son who keeps them busy. She likes to volunteer at his school to help out with excursions and other events. She and her family enjoy travelling to explore different places and taking local road trips. Yan also relaxes by reading, listening to podcasts and playing tennis.