Rita Li, CFA, MBA

Rita is an investment advisor at RBC Dominion Securities.

Rita helps her clients by simplifying financial concepts and helping them make informed decisions. Rita is committed to her relationship with her clients and their financial well-beings.  She works with her clients to implement tailored investment solutions and safeguards their retirement funds by providing guidance through periods of volatility.

Rita is a chartered financial analyst CFA® with over ten years of experience in investment management.  She has her MBA from Richard Ivey School of Business. 

Upcoming (0)

Sorry, there are no upcoming events

Past (9)

Staying Healthy at Home primary image

Staying Healthy at Home

Mon, Nov 30, 7:30 PM EST

Free

Tax and Wealth Accumulation Strategies for Dentists primary image

Tax and Wealth Accumulation Strategies for Dentists

Fri, Oct 26, 5:30 PM

Free

RBC Advice Event for Small Business Owner Week primary image

RBC Advice Event for Small Business Owner Week

Thu, Oct 18, 5:00 PM

Free

Business Owner Forum: Attracting Foreign Capital, Immigration and International Tax Considerations primary image

Business Owner Forum: Attracting Foreign Capital, Immigration and International Tax Considerations

Thu, May 24, 6:30 PM

Check ticket price on event

Tax Minimization Strategies for Business Owners primary image

Tax Minimization Strategies for Business Owners

Thu, Nov 16, 6:00 PM

Free

Retirement Planning and U.S. Tax Filing For Canadian Snow Birds primary image

Retirement Planning and U.S. Tax Filing For Canadian Snow Birds

Tue, Oct 17, 6:00 PM

Free

Wellness Planning for Women over 40 primary image

Wellness Planning for Women over 40

Thu, Jun 15, 7:00 PM

Free

2017股票市场分析 primary image

2017股票市场分析

Sat, May 13, 10:00 AM

Free

Women and Wealth Series primary image

Women and Wealth Series

Sat, Apr 22, 1:00 PM

Free

Staying Healthy at Home primary image

Staying Healthy at Home

Mon, Nov 30, 7:30 PM EST

Free

Tax and Wealth Accumulation Strategies for Dentists primary image

Tax and Wealth Accumulation Strategies for Dentists

Fri, Oct 26, 5:30 PM

Free

RBC Advice Event for Small Business Owner Week primary image

RBC Advice Event for Small Business Owner Week

Thu, Oct 18, 5:00 PM

Free

Business Owner Forum: Attracting Foreign Capital, Immigration and International Tax Considerations primary image

Business Owner Forum: Attracting Foreign Capital, Immigration and International Tax Considerations

Thu, May 24, 6:30 PM

Check ticket price on event

Tax Minimization Strategies for Business Owners primary image

Tax Minimization Strategies for Business Owners

Thu, Nov 16, 6:00 PM

Free

Retirement Planning and U.S. Tax Filing For Canadian Snow Birds primary image

Retirement Planning and U.S. Tax Filing For Canadian Snow Birds

Tue, Oct 17, 6:00 PM

Free

Wellness Planning for Women over 40 primary image

Wellness Planning for Women over 40

Thu, Jun 15, 7:00 PM

Free

2017股票市场分析 primary image

2017股票市场分析

Sat, May 13, 10:00 AM

Free

Women and Wealth Series primary image

Women and Wealth Series

Sat, Apr 22, 1:00 PM

Free

Rita is an investment advisor at RBC Dominion Securities.

Rita helps her clients by simplifying financial concepts and helping them make informed decisions. Rita is committed to her relationship with her clients and their financial well-beings.  She works with her clients to implement tailored investment solutions and safeguards their retirement funds by providing guidance through periods of volatility.

Rita is a chartered financial analyst CFA® with over ten years of experience in investment management.  She has her MBA from Richard Ivey School of Business. 

Events

Sorry, there are no upcoming events
Staying Healthy at Home primary image

Staying Healthy at Home

Mon, Nov 30, 7:30 PM EST

Free

Tax and Wealth Accumulation Strategies for Dentists primary image

Tax and Wealth Accumulation Strategies for Dentists

Fri, Oct 26, 5:30 PM

Free

RBC Advice Event for Small Business Owner Week primary image

RBC Advice Event for Small Business Owner Week

Thu, Oct 18, 5:00 PM

Free

Business Owner Forum: Attracting Foreign Capital, Immigration and International Tax Considerations primary image

Business Owner Forum: Attracting Foreign Capital, Immigration and International Tax Considerations

Thu, May 24, 6:30 PM

Check ticket price on event

Tax Minimization Strategies for Business Owners primary image

Tax Minimization Strategies for Business Owners

Thu, Nov 16, 6:00 PM

Free

Retirement Planning and U.S. Tax Filing For Canadian Snow Birds primary image

Retirement Planning and U.S. Tax Filing For Canadian Snow Birds

Tue, Oct 17, 6:00 PM

Free

Wellness Planning for Women over 40 primary image

Wellness Planning for Women over 40

Thu, Jun 15, 7:00 PM

Free

2017股票市场分析 primary image

2017股票市场分析

Sat, May 13, 10:00 AM

Free

Women and Wealth Series primary image

Women and Wealth Series

Sat, Apr 22, 1:00 PM

Free

Staying Healthy at Home primary image

Staying Healthy at Home

Mon, Nov 30, 7:30 PM EST

Free

Tax and Wealth Accumulation Strategies for Dentists primary image

Tax and Wealth Accumulation Strategies for Dentists

Fri, Oct 26, 5:30 PM

Free

RBC Advice Event for Small Business Owner Week primary image

RBC Advice Event for Small Business Owner Week

Thu, Oct 18, 5:00 PM

Free

Business Owner Forum: Attracting Foreign Capital, Immigration and International Tax Considerations primary image

Business Owner Forum: Attracting Foreign Capital, Immigration and International Tax Considerations

Thu, May 24, 6:30 PM

Check ticket price on event

Tax Minimization Strategies for Business Owners primary image

Tax Minimization Strategies for Business Owners

Thu, Nov 16, 6:00 PM

Free

Retirement Planning and U.S. Tax Filing For Canadian Snow Birds primary image

Retirement Planning and U.S. Tax Filing For Canadian Snow Birds

Tue, Oct 17, 6:00 PM

Free

Wellness Planning for Women over 40 primary image

Wellness Planning for Women over 40

Thu, Jun 15, 7:00 PM

Free

2017股票市场分析 primary image

2017股票市场分析

Sat, May 13, 10:00 AM

Free

Women and Wealth Series primary image

Women and Wealth Series

Sat, Apr 22, 1:00 PM

Free