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Yan Li

Address

525 8 Ave SW
10th Floor
Calgary, AB T2P1G1

Languages

    English, Mandarin

My Background

As a financial planner and investment advisor, Yan provides high net worth individuals, business owners and their families with investment advice, helping them develop and execute a personalized financial plan tailored to their personal and financial situation. She has a Bachelor of Commerce degree with dual majors in Finance and Marketing and holds the Certified Financial Planner (CFP®) designation conferred by the Financial Planning Canada. Yan has worked in the financial services industry since 2007, helping clients on business succession, retirement, estates, or tax planning. Yan will work with you to build wealth strategies and solutions based on who you are and your unique objectives.

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

®Registered trademark of Bank of Montreal, used under license.

Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.