Yishan Li-TD Investment Specialist

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

CI Assante Wealth Management is a prominent financial services firm based in Mississauga, Ontario, dedicated to offering a broad range of wealth management solutions. With a focus on personalized financial planning and exclusive investment opportunities, the company strives to enhance its clients' financial well-being through expert guidance and comprehensive resources. The firm prides itself on its experienced leadership and commitment to delivering the Assante Advantage, which emphasizes tailored services and innovative strategies. By combining insightful market trends with dedicated support, CI Assante aims to empower clients in achieving their financial goals. Generated from the website