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Amanda Li, Financial Advisor

FINANCIAL ADVISOR
Amanda Y Li

CFP®
3671 Chatham Street, Unit# 120, Richmond, BC V7E 2Z1opens in a new window
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Focus Areas

  • Business retirement plans
  • Retirement savings strategies
  • Retirement income strategies
  • Wealth strategies
  • Estate and legacy strategies
  • Intergenerational planning

About Amanda

Through the last 22 years as a financial advisor, I have developed a deep and abiding passion for seeing people succeed in their goals. I am committed to not only earning my clients' trust but working every day to keep that same trust. My relationships with my clients extend from birth to death and the transitioning of wealth to the next generations. I am focused on clients who are committed to working toward their goals and their family's goals together.

In 2007, I qualified to attend the Edward Jones annual Managing Partner’s Conference, an honour reserved for the firm’s top...

Personal Interests

  • Hiking
  • Reading
  • Running

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 06:30PM
Tue 08:30AM - 06:30PM
Wed 08:30AM - 06:30PM
Thu 08:30AM - 06:30PM
Fri 08:30AM - 06:30PM
Sat By Appointment Only
Sun Closed for Holiday

Additional Hours

  • Web Conferencing

Phone

(604) 231-7621

Fax

(877) 756-5520

Office Address

3671 Chatham Street
Unit# 120
Richmond, BC V7E 2Z1opens in a new window

More to explore

My priorities

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Setting your path

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

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