Miller Li, CFA, CFP®
Investment Advisor
For over a decade, Miller has been helping affluent families build and preserve wealth while delivering white glove client service. By using a comprehensive financial plan as the foundation to his approach, he is able to truly understand his clients’ ambitions and craft bespoke investment solutions to help realize those ambitions.
Miller is a graduate of the University of Saskatchewan and holds both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations. Outside of work, he enjoys travelling with his family.
Miller Li, CFA, CFP®
For over a decade, Miller has been helping affluent families build and preserve wealth while delivering white glove client service. By using a comprehensive financial plan as the foundation to his approach, he is able to truly understand his clients’ ambitions and craft bespoke investment solutions to help realize those ambitions.
Miller is a graduate of the University of Saskatchewan and holds both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations. Outside of work, he enjoys travelling with his family.
Kyle Lam
Kyle Lam is a dedicated financial professional with over six years of experience supporting clients with their banking and financial goals. He focuses on building trust, offering clear guidance and providing solutions tailored to each client's needs. Known for exceptional services and a client-first approach.
Joyce Zhang
With over a decade of experience in the financial sector, I have held various roles in investment banking and private equity. Before joining CIBC, I worked at other financial institutions in private equity and investment management. In 2020, I joined CIBC Retail Banking and am now excited to continue my professional journey in Private Wealth, helping clients achieve their financial goals through tailored strategies and trusted relationships. Outside of work, I enjoy traveling and exploring new places, always seeking new experiences and perspectives along the way.