Dan Li

Dan Li, CFP, ALM, is a Senior Financial Planner at CIBC, where they provide personalized financial planning solutions tailored to clients' unique situations. Previously, Dan served as a Client Advisor at RBC, a Premium Banker at HSBC, and held various financial advisory roles at CIBC. Dan's educational background includes a Master's degree in Finance from Harvard University, a CORe Credential of Readiness from Harvard Business School Online, and dual Bachelor's degrees in Mathematics and Economics from The University of British Columbia. With expertise in cash management, investment planning, and retirement strategies, Dan is fluent in both English and Mandarin.