Cathy Li, CFA, CMA, MBA

Vice-President, Portfolio Manager & Investment Advisor

416-733-5390 | Email me

With over 20 years of financial services experience in both Canada and China, Cathy offers tax-efficient wealth management solutions to both high-net-worth individuals and business owners. She immigrated to Canada in 2001, completed a Master of Business Administration (MBA) degree with the Schulich School of Business, and then obtained the Chartered Professional Accountant (CPA) and Chartered Financial Analyst (CFA) designations. Cathy is very involved in her community and holds numerous volunteer positions. She currently sits on the board of New Horizons Career Club and Jiangsu International Business Association, and previously sat on the board of the Carefirst Foundation. Cathy also volunteers for the Schulich MBA mentorship program. In her spare time, she enjoys playing sports with her two young boys.

Alan Xiang, CFA, CAIA, MBA, MA

Associate Investment Advisor

416-733-5695 | Email me

After moving to Canada in 2006, Alan finished his first master’s degree in chemical engineering at Ecole Polytechnique de Montreal. He then obtained an MBA degree at the Rotman School of Management, University of Toronto, as well as the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. Focusing on portfolio analysis, stock screening and alternative investments, Alan assists Cathy by providing a wide spectrum of wealth management products and solutions to meet your specific needs. Outside the office, Alan gives back to the community through various volunteer activities. He spends his spare time pursuing his interests in reading, travelling and landscape photography

Felix He, PFP, MBA

Associate & Financial Planner

416-733-5296 | Email me