Talking to your children about money

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Professionals you can trust

Charles is highly motivated and committed to providing quality financial advice. Throughout his career, Charles has helped countless clients achieve their financial goals by providing personalized advice and tailored investment strategies. He takes a holistic approach to financial planning, taking into account each client's unique situation and objectives. He holds a Bachelor's degree in Business Administration and has earned several certifications, including the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations.

He is deeply passionate about educating and empowering his clients to make informed financial decisions. He is a strong collaborator, and he enjoys working closely with clients to understand their needs and reach their goals

Charles brings his extensive background in financial advising with over ten years of experience in the industry to the role.

Overview

Charles Li

Client Relationship Manager

Wealth Advisor

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