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.