Rita Li, CFA, CFP, MBA

Rita Li, CFA, CFP, MBA

Investment Advisor

416-974-3794 | Email me
647-994-3980 | Connect
416-974-0332

Rita is a wealth management professional with experience working at top investment firms in Toronto and Hong Kong. She is passionate about helping individuals, business owners and families in wealth accumulation and preservation over multi-generations. By providing guidance through periods of volatility and designing customized investment solutions, Rita is committed to her relationship with clients and their financial well-being. 

Graduated with distinction from the University of Toronto with a major in Finance, Rita went on to complete her MBA at Richard Ivey School of Business. She has earned her Chartered Financial Analyst designation- the gold standard in investment management and Certified Financial Planner designation –a generalist designation that supports her in providing customized financial plans to clients.

 

Rita works with business owners and professionals in the following key areas:

  • Tax efficient investment strategies
  • Establishing Individual Pension Plan for business owners
  • Business Succession Planning
  • Retirement and estate planning
  • Risk Management

Inquire with Rita about:

  • Intergenerational planning - having a plan in place to make sure you and your family benefit from the fruits of your labor
  • Explain the risk return trade-offs of your investment portfolio and whether it is in alignment with your long term goals
  • Tax efficient strategies to maximize your after tax profit when selling your business
  • Your ideal retirement lifestyle and how to fund your retirement so you can retire comfortably

 

Your Extended Team

 

Ariel-Charles Guigui, B.Adm., LLB, TEP 

Will and Estate Consultant

Ariel works closely with Rita to provide you with information on structuring your estate in an efficient and tax-effective manner. His significant practical experience in estate planning and administration allows him to offer valuable guidance during the creation of your estate plan.

 

Jung-Hee Kim, MBA, MTax

Financial Planning Specialist

Jung-Hee holds her Honours Bachelor degree in economics, an MBA, and her Master of Taxation (MTax) degree. She believes that planning is critical to helping people meet their financial objectives. Her role is to work with and support Rita in preparing and presenting comprehensive Compass Financial Plans.

 

Aleem Janmohamed, CPA, CA, CFA

Estate Planning Specialist

Aleem is a valuable member of Rita’s extended team, helping create, preserve and increase wealth by incorporating insurance solutions into clients’ comprehensive financial plans. He is able to provide innovative and tax-efficient solutions to various wealth management issues. 

 

James Wong, CA

Vice-President, High Net Worth Planning Services

James is a Chartered Accountant and Chartered Business Valuator, and a frequent presenter on business succession planning. He obtained his Masters of Commerce from the University of Canterbury in New Zealand. James works closely with Rita and her clients who own/manage privately held businesses to assist them in developing business exit strategies and succession plans

 

Ken Mau, CPA, CA

Vice-President, High Net Worth Planning Services

Ken works closely with Rita to identify strategies and solutions to structure your affairs in a manner that addresses your overall wealth planning needs, customized to meet your personal, family, and business planning objectives, which you would then discuss and implement with accountant and/or lawyer.