George Li
About me
I’m George Li, a Financial Planner working in financial services since 2009 and in Vancouver since 2012, with earlier experience in Hong Kong and Beijing. I hold the Certified Financial Planner® (CFP®) and Chartered Investment Manager® (CIM®) designations.
I work with individuals, families and small business owners on investment, retirement, tax and estate planning, including education savings through RESPs and disability savings through RDSPs. I value trust, clear communication and lasting relationships. I’m motivated by helping families solve complex financial problems, breaking them down into clear, manageable steps so they can move forward with confidence.
Specialized in:
- Keeping more of what you earn through tax-efficient planning
- Building an investment portfolio tailored to your goals, timeline and comfort with risk
- Setting short- and long-term goals, with practical steps toward achieving them
- Coordinating your business and personal finances to support your retirement goals
Contact meA complete service offer to answer your needs
Savings and retirement
Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.
Economic News with Sébastien Mc Mahon
Sébastien Mc Mahon is Chief Economist at iA Financial Group. In addition to being the Group’s spokesperson on economic matters, he is also the chair of the asset allocation committee and responsible for managing the company's diversified funds. He serves as the company’s spokesperson on economic matters.
Latest videos and podcasts
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October 9, 2026
French Connection -
October 2, 2026
New regime -
September 25, 2026
Back in the driver’s seat -
September 18, 2026
Kevin Warsh takes action
Why work with an advisor?
An advisor helps you make the best choices based on your reality and your needs. An advisor also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of an advisor, you will:
- Earn more money and learn where and when to invest
- Receive a personalized financial plan that will help you achieve your objectives
- Avoid flavours of the month and investment mistakes related to influences from the media and the people around you
- Be able to weigh the pros and cons in terms of investments based on your investor profile and risk tolerance
- Save time and enough money to carry out your projects
Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.
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Client Portal
Direct access to your investments and our advice
Stay up-to-date on the progress of your investments, access to detailed information about your accounts and see if you are on track reach your goals.
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