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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 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.  

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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.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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.

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

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Monthly Perspectives - The Three Chiefs

These are interesting times for the global economy and financial markets.

Do you know someone who would benefit from my services?