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Miller Li

  • M.Sc. Finance

"Committed to understanding your needs and helping you achieve your vision of success"

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I began my career in the financial services industry in 2015 after obtaining my Master of Science in Finance degree at the University of Saskatchewan. Supported by the expertise of TD Wealth and TD Asset Management (TDAM), I have developed a disciplined investment philosophy and refined investment process. I truly understand that making decisions affecting your life and the lives of those you care about is a deeply personal experience. Therefore, as my client you can expect:

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As your dedicated relationship manager I can also provide you access to specialists across Private Wealth Management and beyond, including:

  • Private Banking
  • Private Trust
  • Wealth Insurance Services
  • Will and Estate Planning
  • Business Succession Planning
  • Direct Investing
  • Business Banking
Reach out to me for additional offering! 

ADDITIONAL CONTACT

Toll Free: 1(888) 806-0708
Fax: (604) 654-8642

LANGUAGES

Mandarin, English

EDUCATION

University of Saskatchewan

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

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You have questions, I have answers. Let's have a quick chat.

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