Laura Li

Your Goals, Our Priorities
Laura Li

Senior Private Banker Healthcare

B.Sc. (Hons)

LL.B.

IFIC

Working together to help you achieve what truly matters to you

Phone

Mobile

(437) 249-6348

Office Location

66 Wellington Street West 2nd Floor - TD Tower Toronto, ON M5K 1A2. map

At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve and we can do that only by fully understanding you. That’s why we take the time to understand you, your family and your values. Whether your needs are straightforward or complex, we’re dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you’re on track to achieve the future you envision for yourself.

As a Senior Private Banker, with TD Wealth Private Banking I understand the often complex-needs that go hand in hand with busy lifestyles and growing wealth. As your dedicated Senior Private Banker, I will be your primary point of contact to assist you with all your personal banking needs. I, along with an experienced and dedicated support team, will work with you and your family to create and implement a comprehensive banking plan that is tailored to fit your individual and family goals. My goal is to utilize the vast resources and expertise of TD to discover your best financial path and to help you create a personalized plan designed to help meet your current and future needs.

I have been providing my clients with innovative wealth management solutions for 6 years. When I’m not engaging with clients, I like to dine out and I love traveling and hiking. I also volunteer with different charitable organizations across Canada including United Way and Junior Achievement.

Whether your focus is on building for the future, planning for retirement or leaving a meaningful legacy, I look forward to having this opportunity to meet with you to discuss how we can help you achieve what truly matters to you.

Certificates

B.Sc. (Hons)

LL.B.

IFIC

Languages

Cantonese

English

Mandarin

Wealth advice for every stage of your career

As you develop you career in health care, we're ready to help you with your evolving financial needs. Our specialized team knows and appreciates the unique set of challenges you face as a health care professional and can provide you with products and services designed with your needs in mind.

Whether it's helping to build your net worth or helping you build a practice that reflects your vision and values, we're here to provide advice and tailored services to help you reach your financial goals.

Benefits of Private Banking

Worry less and achieve more when you work with professionals who understand your goals and can help you reach them. We know how valuable your time is, that’s why we manage all your affairs remotely and only meet when needed. Here are some benefits of Private Banking.

Experienced TD Specialists

Our Private Bankers can connect you with other TD Specialists to help you plan for a lifetime of financial success.

Premium Banking Solutions

From everyday transactions to complex banking services, we tailor our solutions to suit your needs.

Tailored Credit Strategies

We'll help you access credit by sharing strategies such as equity monetization, foreign exchange hedging and more.

We will help you achieve your vision of success through:

Building your net worth - we know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you achieve that vision.

Implementing tax-efficient strategies - you've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will help structure your investment portfolio to help reduce tax exposure while keeping income available as and when you need it.

Protecting what matters most to you - life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.

Preparing for the legacy you want to leave - you are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of wealth to those who matter most to you.

A Distinct Discovery

Anchored in a deep understanding of you

To act for another, one must know the other as they know themselves. Starting with a blank page, an inquisitive mind and great deal of empathy, we ask numerous questions to reveal what is truly most important to you, your family and business. Each person's needs are unique and our goal is to offer you the relevant, customized wealth advice you deserve. We can only do that by getting to the heart of what matters most to you. That's why our approach is to understanding what is important to you, your family and your values. We want to discover everything about you, all the things in your life which make up you and your financial DNA.

Estate Planning for Medical Professionals

To help ensure your estate plan doesn’t leave a mess for your loved ones, we’ve compiled a list of common mistakes healthcare professionals can watch out for.

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