Rita Li Wealth Management of RBC Dominion Securities
A customized investment strategy to optimize your financial future
Welcome
How to choose an advisor
Our approach
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Take the first step
Book a complementary no obligation meeting by phone, in person or virtually. Click below to schedule a time.
I look forward to meeting you and building a life long relationship.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
What we do
An Investment approach that appreciates your uniqueness
Working through different market cycles with clients, we learn to appreciate what your biases are, the relationship is a process of compromise, education and maximization. Supported by over 300 analysts and a dedicated capital markets team, we meet client's investment goals through income and growth by implementing timely ideas to take advantage of long term investment trends and cyclical growth.
How we do it
The importance of asset allocation
The investment universe is vast and overtime, the most critical driver of return is on asset allocation. Different asset classes have different defensive or aggressive characteristics and an important first step is to construct an asset allocation that is best suited for each client.
A time tested process of portfolio construction
Through an overlay of tactical and fundamental analysis. Rita implement the best ideas and ‘Top Picks’ by analysts in each industry sector that fulfill the overall investment objective of the client. Choosing from a wide range of investment options, Rita present the most suitable in options and avoid pitfalls of untested ideas.
The important role tax play in investment returns
Canadian eligible dividends, foreign dividends, capital gains/loss and interest income are tax differently. Some more advantageous than others. Different vehicles such as RRSP, TFSAs, Investment Holding Companies and Trusts are used to maximize tax efficiencies.
Psychology and Investment behavior
The most underappreciated by most important and value add in working with an investment professional. Working with an advisor help clients to stay invested through market turmoil. Some common behavior biases are overconfidence, herding and familiarity which all distract from investment returns. Rita helps clients to realize and adjust these biases overtime.
Video: Hear from our clients: Planning for business succession
RBC Wealth Management clients, Norm and Donna, talk about their journey to pass their business on and keep it in the family.
Client testimonials
"She is professional, knowledgeable, concise and proactive. Her warm approach has provided us a lot of comfort and confidence in reaching out to her when we have concerns. "
Will Anielewicz - Retired Professionals
"After several years, I am glad to have met an advisor I am comfortable working with and who is very supportive and responsive to my concerns and financial well being."
Seta Kouyoumdjian - Retired HR Executive, Multinational Software Company
"Rita is knowledgeable and attentive and I am comfortable spending time away knowing that someone reliable is looking after my retirement portfolio."
Max Rusque - Retired Business Owner, Agriculture Sector
"As my Investment Advisor, Rita is able to understand and meet my investment needs."
Hanna Shaheen - President, Manufacturing Industry
"After working with her for a while, we realized she was the advisor we were looking for. She always provides investment strategies and advice from our perspective."
Zongjie Huang - PhD Candidate
"A meeting with Rita impressed me with her knowledge and competence A second meeting outlined what my needs were and how she would meet and address them."
Peter Carvalho - Retired Banking Executive
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return