Her warm approach has provided us a lot of comfort and confidence in reaching out to her

Rita Li is our investment advisor at RBC Dominion Securities in the Wealth Management department. My wife and I have both been very appreciative of her support and prompt attention when we needed help in managing our investment portfolio.

 

She is professional, knowledgeable, concise and proactive. Her warm approach has provided us a lot of comfort and confidence in reaching out to her when we have concerns. Thanks to her understanding of our life plans the investment portfolio is doing well.

 

Will Anielewicz and Vesna Sturman

Retired Professionals

An advisor who is supportive and responsive to my concerns

"I was introduced to Rita through my account manager at RBC. Prior to meeting Rita I worked with several investment advisors and I was not satisfied with their support. As a result, I was skeptical when I was introduced to Rita. After working with Rita for quite a while, she was able to win my trust through her knowledge and support. I have found Rita to be very responsive to my needs and since becoming a client, we have gone through a full financial plan and estate review. After several years, I am glad to have met an advisor I am comfortable working with and who is very supportive and responsive to my concerns and financial well being."

 

Seta Kouyoumdjian

Retired HR Executive, Multinational Software Company

 

A knowledgeable and reliable advisor looking after my retirement portfolio

"I met Rita when I decided to take control of my retirement. After a lifetime of hard work and building a successful business, I was ready to retire from day to day decision making and spend half of the year vacationing in a warmer climate. I liked Rita from our first meeting. She immediately provided valuable information. Since we have been working together, Rita has made significant improvements on my investments and provided a solid financial plan that we revisit frequently. Rita is knowledgeable and attentive and I am comfortable spending time away knowing that someone reliable is looking after my retirement portfolio."

 

Max Rusque

Retired Business Owner, Agriculture Sector 

 

Strong Professionalism and Investment Expertise

"Rita impressed me with her professionalism and deep knowledge of the investment fields. As my Investment Advisor, Rita is able to understand and meet my investment needs. I find Rita to be trustworthy, reliable and accountable. She keeps me informed, constantly recommends improvements to reflect changes in the market. I have and will continue to recommend Rita's service to my family and friends."

 

Hanna Shaheen

President, Manufacturing Industry

 

Trustworthy and Putting Client Interest First

"After interviewing several investment advisors, we decided to consolidate our investments and build our relationship with Rita. We were seeking a knowledgeable advisor who could meet our long term needs and one who would look after our interests first. We are extremely pleased with the advice and support Rita has provided to us and more importantly the trust we have been able to establish in our relationship in a short period of time. We would definitely recommend Rita to anyone who is seeking an investment advisor given her in-depth financial knowledge and expertise."

 

Pankaj Sarin 

Director, Canadian Financial Institution

 

She is the advisor we were looking for

"My wife and I met with Rita by chance in October 2018. At that time we were trying to find a knowledgeable and reliable investment advisor. After working with her for a while, we realized she was the advisor we were looking for. She always provides investment strategies and advice from our perspective. For our occasional inquiries, she responses very quickly.  As for the investment, she is very responsible. She contacts us for a periodic review with investments. And she contacts us immediately for any urgent event incurred in the market. Finally and the most important thing is that she makes our investment gained as we expected. We are very pleased to have further support from Rita."

Zongjie Huang

PhD Candidate

 

Rita has met and surpassed my high expectations. I wish I had met her sooner

"I have been a client of Rita's since 2019, I am delighted to endorse her proven capability, integrity, investment skills, proactive approach in tune with the market and the prevailing business environment, regular follow-up and very importantly communications, recognising it is my money entrusted to her care.

An unhappy experience with my previous financial advisor, compelled me to look for an alternate qualified financial advisor who would give me the confidence to follow their advice.

A meeting with Rita impressed me with her knowledge and competence A second meeting outlined what my needs were and how she would meet and address them.

Rita has met and surpassed my high expectations. I wish I had met her sooner."

Peter Carvalho

Retired Banking Executive