Rita Li Wealth Management of RBC Dominion Securities
Your life goals are our life’s work
You have dreams. We have the expertise to help you make them a reality.
Our team of experts is poised to help you take advantage of opportunities, handle challenges, and – ultimately – reach your goals. Taking an all-encompassing, personalized approach, we lean on the sophisticated tools, best-in-class resources, and esteemed specialists of RBC to manage, grow, and preserve your wealth.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
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
We design investment portfolios to meet your needs, both now and in the future, with a disciplined process to help keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes or planning for retirement, we tailor solutions to your circumstances. Before recommending anything, we review your situation in depth, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. Depending on your needs, we may also connect you with our network of RBC specialists—in areas like insurance, estate planning and business planning—to ensure that every financial need and life stage is well planned for.
How we do it
Our four-step portfolio process is designed to keep your investments working toward your goals at every stage. We start with a discovery meeting, where we take the time to understand your needs, goals, time horizon and risk tolerance. Then we develop an Investment Policy Statement—the guiding principles for how your portfolio will be managed. With that foundation, we build your personalized portfolio with the right balance of stocks, bonds and cash, in collaboration with the firm’s investment strategists and research analysts. Finally, through ongoing monitoring and reviewing, we keep a close eye on your portfolio, making adjustments as needed so it continues to align with your objectives in changing market conditions.
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
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.