Jia Li | Wealth Advisor | Vancouver | RBC Dominion Securities

Today. Tomorrow. Together.

As a high achiever with big plans, you’re focussed on building a life and legacy for your family while enjoying the ride. Perhaps you’re considering expanding your business or upgrading your home. Maybe you have a charity or community project you’d like to focus on, or a running bucket-list of vacation destinations you can’t wait to explore.

The road ahead looks promising, you know you need a financial roadmap, and when it comes to managing your growing wealth, you understand the fundamentals. But the biggest challenge? Time. Between professional obligations and family priorities, time—and how you spend it—is your most precious asset.

Time well spent

Just like you’re a specialist at what you do, you want a specialist handling your wealth. Someone who values your time, communicates effectively, and takes a hands-on approach to designing your financial future for the short and long-term.

As an Investment Advisor, I’ve built a reputation around trust, transparency, an easy-going yet tenacious style—and ultimately—helping my clients achieve the vision and goals that matter to them. From portfolio management and asset allocations for the best risk-adjusted return, to creative wealth strategies and commercial expertise, my team and I take a methodical approach to every strategy.

A different approach

With over 15 years of experience in finance ranging from banking through private wealth management, I challenge typical product-driven wealth management tactics with a unique, service focussed approach. It starts with understanding the full scope of your needs, and then it’s my job to find the right tools to help deliver solutions. From there, I implement, monitor—and most importantly—protect your wealth and provide peace-of-mind.

A plan for your priorities

Getting the right investment advice is a key part of managing wealth. But it's just one part of a bigger picture.

That's why you deserve a coordinated wealth management strategy that helps to address the financial concerns at each stage of life, such as:

Growing assets for future goals like retirement
Maintaining assets to protect financial well-being
Creating an income stream for retirement
Creating a lasting legacy

View transcript & Disclaimer

Do you ever find yourself asking questions like, how can I manage my family's higher tax burden and lower our taxes? How can I reduce the financial risks facing my family? How can I maximize my after-tax retirement income? How can I leave a greater legacy to my family and charity? If you're asking questions like these, you may have reached a stage in life where your financial affairs have become more complex.

That's where wealth management can help. So, what is wealth management? Wealth management is a term often used synonymously with investment management. But it's actually much more than that. Wealth management goes beyond investment management to look at your overall financial situation. It brings together the different areas of expertise and solutions you need in a single overall wealth plan.

This includes investing, financial planning, tax minimization strategies, retirement planning, business succession planning, wealth protection strategies, and estate planning. Essentially, wealth management looks at everything you need to address your various financial concerns at each stage of your life, from building your wealth for future goals like retirement to converting your wealth into a tax-efficient retirement income to transferring your wealth to the next generation.

One of the most important benefits of wealth management is that it's a coordinated approach. That means that you have one key advisor who links in experts from other areas. For example, RBC wealth advisors each specialize in different areas, such as investment management, financial planning, or private banking. But they work together to make sure their clients have the benefits of all of these different areas of expertise.

And at RBC, each of our wealth advisors also has the support of the RBC wealth management services team. The RBC wealth management services team has over 200 tax, legal, and financial experts all focused on helping RBC advisors manage their clients' wealth.

So what is wealth management? Ultimately, wealth management is really all about helping you make sense of the greater financial complexity you face and giving you greater confidence in your financial future. If you would like to learn more about how you can benefit from wealth management, I invite you to contact your RBC wealth management advisor.

This video is provided by RBC Wealth Management for informational purposes only. The comments contained in this video are general in nature, and do not constitute legal, investment, trust, estate, accounting or tax advice. RBC Dominion Securities Inc.*, Royal Trust Corporation of Canada, The Royal Trust Company, RBC PH&N Investment Counsel Inc., RBC Wealth Management Financial Services Inc. are affiliated corporate entities and member companies of RBC Wealth Management, a business segment of Royal Bank of Canada. *Member – Canadian Investor Protection Fund. Please visit www.rbc.com/legal/ for further information on the entities that are member companies of RBC Wealth Management. ®/TM Trademark(s) of Royal Bank of Canada. Used under license. © 2021 Royal Bank of Canada. All rights reserved.

Jia Li, CIM, CFP

Jia Li, CIM, CFP

Today. Tomorrow. Together.

Time well spent

A different approach

A plan for your priorities

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Of course, you have questions