Meet Michael Li!

a Financial Consultant working out of our Harbourfront, Southgate and Gabriola branches.

June 15, 2018


Michael is a man with a mission: to make financial planning as easy and stress free as possible for his clients.

For many people, talking about their finances can feel overwhelming. Changing that perception of financial planning was the reason Michael got into the industry. “I have a passion for investment, and I love sharing my knowledge in easy to understand terms. I treat my clients the same way I would treat my family or friends if they came to me,” he says. “Nothing feels better than knowing clients leave my office feeling like they can sleep at night because their finances are well taken of—that brings me joy.” Continue Reading!