CATHY LI WEALTH GROUP

Our clients include high net worth individuals, families, senior executives, medical and legal professionals, business owners, retirees, trusts and foundations. In situations where a particular client has other advisors, we will gladly collaborate with them... What counts most is what our clients say about us: that we're honest, we care, and our work with them communicates a strong sense of shared objectives. That, we believe, is how we successfully sustain loyal and durable client relationships... Seasoned, straightforward and goal-driven, we are a tightly knit partnership whose complementary competencies, instinct for opportunity, and talent for wealth building are reflected in the results we deliver.

Primary location: North York United States