Michael Li, BBA, CFP, CIM, FCSI
Financial Consultant 金融顾问
Coastal Community Credit Union
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.”
Michael, who holds a Bachelor of Business Administration degree from Vancouver Island University, is well versed in answering questions about investment options like GICs and fixed income mutual funds and equities, but he says the question he gets asked most is simple: “What would you do?”
Before he can answer that question, Michael knows he has to build a full financial picture of his client—starting with assets, liabilities and investment knowledge, but also asking about goals, expectations, concerns and dreams. Only after understanding what success means to that person does Michael offer a personalized recommendation on how to achieve it.
Born in China, Michael moved to Nanaimo in 2011. He and his wife and daughter take full advantage of the many outdoor activities offered by our beautiful island. Michael is just as committed to volunteering. Besides being a member of the Vancouver Island Business Student’s Association, he is very interested in youth education programs and offering financial literacy seminars to all. Michael is fluent in both Mandarin and Cantonese.
对于许多人来说，谈论他们的财务状况可能会让人不知所措。改变对财务规划的看法是迈克尔进入这个行业的原因。 “我对投资充满热情，喜欢用通俗易懂的语言分享我的知识。我对待我的客户就像对待我的家人或朋友一样，他说： “知道客户满意，对财务放心，未来有信心，这给我带来了很多的快乐和成就感。”
Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.
Coastal Community Private Wealth Group is a division of Coastal Community Financial Management Inc.(CCFMI), offering financial planning, life insurance and investments. CCFMI is a licensed life insurance agency and a wholly-owned subsidiary of Coastal Community Credit Union.