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Roger Li


3985 Highway 7 East
Suite 302
Markham, ON L3R 2A2



My Background

Roger is a senior financial professional specializing in relationship management, providing integrated wealth management services, including banking, investment management, estate and trust, business succession planning and philanthropic services, to affluent individuals and their families in the Toronto area. Prior to joining BMO Private Banking, Roger was a Senior Financial Service Manager providing investment and financial advice to a group of high value clients. He also spent ten years with a leading financial institution serving as a financial advisor to high net worth clients. Roger has over 20 years of banking and investment experience. He is a graduate of the University of York with majors in Commerce. He is also a Professional Financial Planner holder.

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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.