Wealth is the ability to fully experience life. As a financial advisor, I help my clients to delegate their worries to me so they can enjoy their lives. Whether you are planning for retirement, saving for your children's future education, saving for your next big purchase or transfering your wealth to the next generation, I want to know what's important to you. I will use an established process to build personalized strategies to help you achieve your goals, and we will partner together throughout your life to help keep you on track.
My previous work experience with a local bank was an ideal foundation for my current role at Edward Jones. One of the most important lessons I’ve learned at Edward Jones is that understanding clients’ individual needs is crucial to being able to deliver the very best service. I have also come to recognize that everyone’s economic and life situation is unique. I believe that personalized service is essential when matching clients with the right investment vehicles and services.
I am effectively supported by a team of administration, home office and investment products specialists whose expertise and professionalism help me build long-term relationships with my growing client base and provide the highest quality financial services.
My family and I have lived in the Surrey Fraser Heights area for more than ten years. Away from the office I enjoy hiking, yoga and spending time at the beach with family and friends.
If you ever have any questions about your financial goal or about specific investment products, please do not hesitate to contact me. We will set up a time to meet to review your needs and address any questions you may have.
- Retirement Savings Strategies
- Education Savings Strategies
- Estate & Legacy Strategies
- Business Owner Considerations
- Wealth Protection Strategies
Phone NumberNikki Li at (778) 547-9430
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