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Li Zhang

Vice PresidentInvestment Advisor

  • LL.B.
  • CFA®

Our discovery and wealth management approach is driven by what matters most to you

About Me

Li Zhang's deep insight into the Financial Industry is rooted in her work experience with leading global companies and her elite academic accreditation. Li holds a CFA (Chartered Financial Analyst) designation and an MBA degree in Finance. 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 specialists 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.  

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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.

Wealth Management Articles


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ADDITIONAL CONTACT

Toll Free: (855) 474-5035
Branch Office: (905) 474-5818
Branch Fax: (905) 474-3783

LANGUAGES

Chinese, English

EDUCATION

University of Toronto, Chartered Financial Analyst

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We're redefining private wealth management.

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.

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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Investing in the next decade: The future is green

The current geopolitical and policy climate suggests sustainability, and specifically green tech, may be a key investment thesis going forward. Kim Parlee speaks with Marko Papic, Partner and Chief Strategist at Clocktower Group, about the big investment themes in the decade ahead.

Looking for light: Mental health during COVID-19

For many Canadians, this winter will present some unique emotional challenges. If you're struggling, here are a few things to consider.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | 2020, We Hardly Knew Ye

Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

5 super cool facts about your TFSA

Many Canadians love their Tax-Free Savings Accounts and no wonder — they are one of the best tools available to save for your financial goals. Here are five amazingly cool things you may not know about your TFSA.

The 2021 Money Makeover

Many of us will look back on 2020 as a year of great hardship and we may all be eager to turn the calendar and hope for brighter news for the world in 2021. If your finances took a hit or you want a new start for your money, here are 10 things to consider.

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