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Li Zhang's deep insight into the Financial Industry is rooted in her work experience with leading global companies and her elite academic accreditation as a Chartered Financial Analyst (CFA) and MBA. Her broad exposure with fast paced industries and across different cultures, together with her background in portfolio management has built the foundation for her Wealth Management practice.
Li is supported by a team of wealth management experts and service-oriented assistants at TD Wealth. They are all dedicated to provide clients with customized financial security for today and into the future. By working closely with TD specialists and business collaborators and leveraging the strength of our individual business lines, her objective is to create the best experience for her clients by giving them their desired balance of both comfort and control.
Li works with a broad range of clientele – Business Owners, Professionals, Corporate Executives and Retirees. Li also helps new immigrant families with professional guidance in managing their investment portfolios here in Canada.
Married with two children, Li and her family enjoy musical theatre, travelling, and a number of seasonal outdoor activities.
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University of Toronto, Chartered Financial Analyst
Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.