Li Zhang
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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. 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.
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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Certificates
CFA®
LL.B.
Languages
Chinese
English
Education
University of Toronto
帮助实现对您和您的家人真正重要的事情。
建立资产净值:我们可以通过制定有效的策略和投资方案来帮助您建立资产净值,以满足您随着时日而转变的需求。
保护重要事务:通过充分利用TD专员的专业知识,我们可以整合策略,帮助您保护在人生不同阶段中最重要的事务。
实施节税策略:我们与您并肩合作,帮助您设立和构建账户,以便减少税务风险,同时保持在有需要时的可用收入。
遗赠安排:我们重视您留下的建树。我们将帮助您制定计划,满足您最珍重的优先事项并优化您的财富传承。
关于我们
我们采取平衡的做法,包括确定增长型和保障型投资的正确组合,这将有助于实现您的成功愿景。我们贯彻始终,致力于提供个性化服务,着重亲和力以及保持开放的沟通。
为了协助您制定真正全面的计划,我们会在适当的情况下,借助于TD专员的专业知识,他们在财富管理的广泛领域,拥有丰富的经验,包括退休规划、遗产规划和信托服务、保险方案和慈善捐赠策略。
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
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You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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Money Talk
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