With more than 10 years of financial services experience, I use a holistic solutions based approach that begins by understanding what is important to you. Our established 5 step process can help you build a personalized financial investment strategies to achieve your goals. I believe in systematical long term investment philosophy with diversified quality investment products.
I received my bachelor’s of Science degree from University of Victoria Majoring in Economics.
Our branch team includes Branch Office Administrator Alice Wong and myself. Alice has been with Edward Jones for over 3 years. We also work closely with our Edward Jones Client Consultation Group, which consists of professionals with insurance, accounting, tax and legal knowledge. Together we partner with you to provide tailored solutions to your financial goals, including your retirement strategies, education savings, wealth and family protection strategies, tax mitigation, estate and charitable giving considerations. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise.
Helping you achieve your financial goals is my passion. I want to make positive changes to people's lives. My husband Andy and I have a daughter, Angela, and son, Alan. We live in Richmond and we have been active members in the community. We enjoy the great outdoors in our free time.
- Retirement Savings Strategies
- Retirement Income Strategies
- Education Savings Strategies
- Estate & Legacy Strategies
- Business Owner Considerations
My Personal Interests
- Martial Arts
Phone NumberAnna Li at (604) 231-1999
|Mon||08:30AM - 04:00PM|
|Tue||08:30AM - 04:00PM|
|Wed||08:30AM - 04:00PM|
|Thu||08:30AM - 04:00PM|
|Fri||08:30AM - 04:00PM|
|Sat||By Appointment Only|
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