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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Miller Li

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About us

Address 1055 Dunsmuir Street Suite 2434 Vancouver BC, V7X 1K8
Telephone Number (604) 235-3159
Email Email us
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Telephone Number Tel

About us

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 800 advisors in more than 100 locations across the country, we continue to provide clients with our expertise and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and investment planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession
 
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Miller Li

Miller Li, CFA, CFP®

Investment Advisor

Tel:

(604) 235-3159

Email:

miller.li@cibc.com

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

Miller Li, CFA, CFP®

Investment Advisor
(604) 235-3159
Opens in your telephone provided application.
miller.li​@cibc.com
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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

Client Associate
(604) 235-3729
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Kyle.Lam@cibc.com
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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

Administrative Assistant
(604) 235-3733
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joyce.zhang@cibc.com
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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.

 
 
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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.