Cathy Li, CFA, CMA, MBA

Investment Advisor

416-733-5390 | Email me

Cathy Li is an experienced Investment advisor (IA) and Associate Portfolio Manager (APM) at RBC Wealth Management Dominion Securities. She immigrated to Canada in 2001, finished her MBA with Schulich School of Business, and obtained her CPA and CFA designation. With over 20 years of experience within the banking industry in both Canada and China, she has a deep understanding of retail banking, commercial banking and wealth management in various capacities such as risk management, product management, business development and investment management. In her current role as an Associate Portfolio Manager, Cathy offers tax-efficient wealth management solutions to both high net worth individuals and business owners.