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