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 Monitor: March 13th – March 17th

Market developments Equities: On Friday the U.S. market gave back some of the weekly gains as major banks put restrictions on trading with Credit Suisse and First Republic dragging the regional banking sector index lower. First Republic got a show of support from the...

Four pillars of investment tax planning

Fully informing the tax strategy for your portfolio You harnessed your spending habits to set aside savings. You researched the investments you deemed worthy of your hard-earned dollars. And now, as you admire your accumulating wealth, there’s a dark cloud ahead...

NEI Monthly Market Insights: February 2023

Markets fatigued in February The sizzling rally in January may have gone too far and markets began to cool in February in response to signals that the economy remains too hot. Central banks may not be done in tightening just yet. Recent surprise in labour market data...

Aviso Weekly Market Monitor: March 6th – March 10th

Market developments Equities: The S&P500 finished the week down over -4.5%, the Nasdaq down -4.7% and the TSX around -4% as the turmoil caused by SVB Financial Group created concern within the banking sector and led to a spike in market volatility as the VIX hit...

Aviso Weekly Market Monitor: February 27th – March 3rd

Market developments Equities: The U.S. market bounced back after a difficult week last week as investors speculate that the Fed won’t raise rates above the peak rates that are currently being priced in. The S&P finished the week up nearly 2% and the Nasdaq around...

Ten things to do with your 2022 tax refund

Spending and saving in helpful harmony Other than those who work in the tax preparation business, no one looks forward to preparing an income tax return – that is, unless you’re expecting a refund! If you’re particularly keen and prepared, the Canada Revenue Agency...