Rita Li
Senior Portfolio Manager and Wealth Advisor @RBC Dominion Securities
Signup · Get unlimited contacts
WORK HISTORY
Senior Portfolio Manager and Wealth Advisor @RBC Dominion Securities
Rita takes a tailored approach to her clients\' financial well being. She believes that every client has unique perspectives and unique needs when it comes to reaching their financial goals. After more than a decade of experience in the investment industry, Rita synthesizes her expertise to articulate advice in your language. Rita works with you to-> Develop investment strategies that are aligned to your long term objectives, providing guidance through periods of market volatility-> Derive tax efficiency for investments in between RRSP, TFSA, Non-Registered and Corporate accounts to optimize after tax returns-> Create and review financial plans to ensure that you are on track for retirement and achieve your desired retirement lifestyle-> Help you and your family create the financial legacy you would like for your future generations
EDUCATION
University of Toronto
Bachelor of Business Administration (B.B.A.), Finance
Ivey Business School at Western University
Master of Business Administration (MBA)
SKILLS
ABOUT RITA LI
I am most passionate about my family and my work is a close second.Partnership, communication and empathy are the cornerstones of my relationship with clients.My mission is to be a trusted advisor to you in creating and protecting your financial legacies. From experience, I know how important it is for you to feel heard. One-size-fit-all does not work when it comes to financial planning. The best part of my job is creating meaningful relationships based on trust and mutual respect and I cannot do that without your engagement and collaboration. To find out more how we can work together, Linkedin is a great way to get in touch.You can find out more about my practice here: https://ca.rbcwealthmanagement.com/web/rita.li/
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.