Meet Michael Li!

Jun 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!

Recent Posts

Aviso Weekly Market Pulse: June 10th – June 14th

Market developments Equities: France's CAC 40 index was down around 2.6% on Friday, on pace for its largest weekly drop since March 2022, weighing on the broader Stoxx 50 index. The sell-off in French stocks is driven by concerns over the upcoming snap election, where...

Buying with friends or family may let you buy a home sooner

If you don’t have a partner to buy a home with, can you still do it? We explore alternative ownership arrangements. In this article: Homebuyer purchasing preferences Potential pitfalls and benefits of co-ownership Before you buy Ways to save for a downpayment A recent...

Aviso Weekly Market Pulse: June 3rd – June 7th

Market developments Equities: U.S. stocks held near all-time highs, after chipmakers came off session lows following a stronger-than-expected jobs report. The very strong payrolls report should be seen as net positive for equity markets, although the upside to wages...

Aviso Weekly Market Pulse: May 27th – May 31st

Market developments Equities: Technology stocks tumbled, dragging down the broader market and trimming the monthly rally fueled by hopes of Fed rate cuts. As inflation cools, interest rate cuts could provide a tailwind for growth-oriented tech stocks by boosting cash...

Should you wait for your dream home?

With a surge in home prices and mortgage rates, saving for a down payment seems to be an uphill battle, and owning a detached home might feel far out of reach. A recent Leger survey commissioned by Aviso revealed that two-thirds of Canadian home buyers, regardless of...

Aviso Weekly Market Pulse: May 20th – May 24th

Market developments Equities: U.S. stocks climbed after data showed consumers tempered their inflation expectations in late May. The S&P 500 had its fifth straight week of gains, the longest bullish streak since February. It topped 5,300 and the Nasdaq 100 rose...