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Lianzheng 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.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Breaking: Markets sell off. Is the worst over?

Markets suffered their worst week in 2019 as the US-China trade war escalated. Is a recession on the horizon? Anthony Okolie speaks with Michael Craig, Head of Asset Allocation, TD Asset Management.

One problem per visit?

It’s a question I hear from doctors and patients alike. There are so many factors to consider that it arguably becomes impossible to answer. In fact, the best answer to the question of restricting patients to one issue per visit may indeed be: “It depends.”

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives - Monster Inside

A quick recap on developments unfolding over the last six months. Perhaps, it's true what they say: a bull market must climb a wall of worry.

Current Perspectives

Trumps, Tariffs and Trade Wars.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

Do you know someone who would benefit from my services?