Alex Y. Li
MBA, CFA^®

My Background

With nearly 25 years in financial services and fluency in both English and Mandarin, Alex Li has brought a highly principled approach to wealth management since 2008. His extensive experience encompasses portfolio management, commercial and private banking, trusts, and comprehensive financial planning. Alex guides successful retirees, incorporated professionals, business owners, executives, and their families with a steady hand and careful attention to detail. Clients who have entrusted their financial well-being to Alex speak of his thoughtfulness, accessibility, and meticulous service. These relationships, often spanning many years, reflect his unwavering commitment to ethical practice and client-centred service.

While Alex holds the prestigious Chartered Financial Analyst (CFA^®) designation and earned his MBA from the Richard Ivey School of Business at Western University, he measures true success through the lasting and loyal relationships he has built. His prudent philosophy centres on patient wealth preservation rather than pursuing unnecessary risk for marginal gains. Capital preservation forms the foundation of their legacy planning.

Alex naturally connects with clients who value disciplined, comprehensive wealth management. He views an investment portfolio as an integral component within a broader wealth strategy that incorporates thoughtful cash flow management, retirement preparation, estate planning, and education funding. Additionally, he guides families who wish to align their investments with specific social, environmental, and governance principles.

Prior to joining BMO Private Investment Counsel, Alex served at another major financial institution but was drawn to BMO’s superior service for Mandarin-speaking investors and more structured private banking. His background includes analytical work at one of Canada's largest corporate trust companies, where he bridged traditional business practices with emerging technologies and honed processes. Currently, Alex leads an innovative initiative at BMO Private Investment Counsel that introduces a collaborative team platform in an industry traditionally dominated by individual practitioners.

Alex makes his home in Thornhill, Ontario with his wife Haiping and daughter Hilary, who pursues various athletic activities including golf, tennis, and swimming. The family cherishes their opportunities to explore different cultures through travel. To maintain balance, Alex enjoys golf, running, listening to music, and reading thoughtful biographies that offer insights into remarkable lives and journeys.