portrait of Zhong Li

About Zhong

From a young age, numbers just clicked for me. And while I'm not a huge fan of math theory, I enjoy applying it to real world matters, such as finances and investments.

After a decade of travelling the world—meeting interesting people, making friends, and trying all kinds of foods—I decided to settle down in Canada and make it my home.

As a CFA® and PMP® charter holder, I've spent years working in finance, doing everything from banking, private equity and venture capital to valuation and appraisals. As an investment geek, I feel confident helping people make sense of their investments and working...

Focus Areas

  • Wealth strategies
  • Wealth protection strategies
  • Business owner considerations
  • Sustainable Investing
  • Education savings strategies
  • Divorce finances

Personal Interests

  • Tennis
  • Archery
  • Fencing
  • History and Museums

Team Members

  • Carol Chang
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

More to explore

My priorities

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Setting your path

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