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Nikki Li, Financial Advisor

FINANCIAL ADVISOR
Nikki Li

QAFP®, CEA®
14928 56 Ave Suite 300, Surrey, BC V3S 2N5opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement savings strategies
  • Business owner considerations
  • Wealth protection strategies
  • Estate and legacy strategies
  • Education savings strategies
  • Intergenerational planning

About Nikki

Financial advising isn't just my profession, it's my passion. Whether you are planning for retirement, saving for your children's future education, or transferring your wealth to the next generation, my team and I are here to understand your priorities. We will partner together through the different stages of your life to create personalized solutions and we will monitor your progress throughout your life to help make sure you stay on track.

Equipped with the Certified Exit Planning Advisor® and Certified Executor Advisor® designations, I'm empowered to serve you better in navigating business transitions and estate planning.

My previous work experience with...

Work History

  • Edward JonesJanuary 2019 to Current

Personal Interests

  • Community Outreach
  • Hiking
  • Yoga

Team Members

  • Judy Xiang
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Web Conferencing

Phone

(778) 547-9430

Fax

(888) 558-2522

Office Address

14928 56 Ave Suite 300
Surrey, BC V3S 2N5opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

Take the quiz

Setting your path

We use an established process to help you reach your goals.

Learn More