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Anna Li, Financial Advisor

FINANCIAL ADVISOR
Anna Li

CFP®, CEPA®
Unit #101a, 3790 Canada Way, Burnaby, BC V5G 1G4opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement savings strategies
  • Retirement income strategies
  • Education savings strategies
  • Estate and legacy strategies
  • Business owner considerations

About Anna

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...

Work History

  • Edward JonesFebruary 2019 to Current

Education

  • University of VictoriaBachelor of Science

Personal Interests

  • Camping
  • Cycling
  • Martial Arts

Team Members

  • Lavena Kwok
    Client Experience Specialist

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
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
Sun Closed

Phone

(604) 433-7207

Fax

(866) 662-4498

Office Address

Unit #101a
3790 Canada Way
Burnaby, BC V5G 1G4opens 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