Mark Li

Mark Li, PFP®, holds a Bachelor of Commerce degree with a focus on Management and Finance from the University of Toronto. Mark has garnered diverse experience across various sectors, including technical sales at DucMeta Inc., where sales increased by 33% through tailored proposals and enhanced lead processes. At CIBC, Mark achieved National Top 1% Elite Advisor status while managing a portfolio of over 400 High Net Worth Families. Mark also excelled as a bilingual client solution specialist at Questrade Financial Group, earning multiple recognitions for exceptional client service. Additional roles include programming at Infosys, customer service at Bank of Communications, consulting for Purolator, and marketing consultancy at LL BrandLab, demonstrating a well-rounded skill set in finance, client relations, and digital marketing.