Li Zhang, Investment Advisor,Markham, ON

Phone

Office

Office Location

85 Enterprise Boulevard Suite 308 Markham, ON L6G 0B5. map

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.

Phone

Toll Free

(855) 474-5035

Branch Phone

(905) 474-5818

Branch Fax

(905) 474-3783

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。

我们的财富方案专注于四个关键领域，以确保您获得可以信赖的个性化财富计划。

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

凭借数十年的综合经验以及对客户面临的挑战的深入了解，我们坐拥优势，为客户量身定制有效的财富管理策略。我们努力不懈，帮助您确定财务目标，然后制定投资组合以实现这些目标，并在不同市场周期中稳守投资。帮助您做出更好的决策是我们工作的核心。

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。

联系我们

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

Tabs Menu: to navigate this menu, press tab and use the left & right arrow keys to change tabs. Press tab to go into the content. Shift-tab to return to the tabs.

Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning

规划流程

分析您的个人财务状况并不是一次了事的工作。随着您的成长和经历人生变化，您的需求也会同时改变。因此，您的财富计划也需要与您一起成长。

我们独特的探讨程序揭示您个人成功愿景背后的价值观。

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

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

Putting finances into perspective

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.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

Your unique goals

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.

Let's Connect

帮助实现对您和您的家人真正重要的事情。

关于我们

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.