Lily Li
Senior Portfolio Manager
Senior Investment Advisor
MBA
CIM®
CPA
Working together to help you achieve what truly matters to you
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With more than 20 years of experience in accounting, finance, and investment management, I bring a deep and disciplined perspective to my role as a Senior Portfolio Manager and Senior Investment Advisor at TD Wealth Private Investment Advice. My background includes four years in public practice as a tax accountant and six years in capital markets, giving me a strong foundation in both investment expertise and tax planning.
I am passionate about helping high-net-worth clients, families, trusts, guardianships, and corporations achieve their long-term investment objectives in a tax-efficient and thoughtful way. My approach begins with an in-depth discovery process to gain a full understanding of each client’s unique financial circumstances, values, and goals. From there, I work closely with a team of TD specialists to integrate investment management with tax planning, estate strategies, and insurance solutions. I also collaborate with my clients’ external advisors, including accountants and lawyers, to ensure your wealth plans are fully aligned and seamlessly coordinated.
I hold the Chartered Professional Accountant (CPA) and Chartered Investment Manager (CIM®) designations, and I earned my Master of Business Administration from the Richard Ivey School of Business at Western University.
Certificates
MBA
CIM®
CPA
Your Goals, Our Priorities
We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
What We Do
What to expect when working with us
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.
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.
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