Christina Li, Cfp, Fma, F CSI
About Christina Li, Cfp, Fma, F CSI
Christina Li is a Banking Centre Leader III at CIBC with extensive experience in financial planning and mutual funds.
Current Role at CIBC
Christina Li currently serves as the Banking Centre Leader III at CIBC, a position she has held since 2021. In this leadership role, she leverages her extensive experience in financial planning and financial services management to oversee operations and drive strategic initiatives.
Previous Experience at CIBC
Before becoming Banking Centre Leader III, Christina worked at CIBC as a Senior Financial Planner from 2017 to 2021. During her four-year tenure, she specialized in financial planning, utilizing her credentials as a CFP, FMA, and FCSI to assist clients in achieving their financial goals. Her depth of knowledge in mutual funds also contributed to her effectiveness in this role.
Career at Mortgage Architects
Christina Li spent nine months at Mortgage Architects from 2016 to 2017 as a Mortgage Planner. In this capacity, she was responsible for providing clients with tailored mortgage solutions, drawing from her extensive experience in the financial planning sector to address complex financial needs.
Role at CIBC Wood Gundy
Between 2012 and 2016, Christina served as a Financial Associate at CIBC Wood Gundy. This four-year period allowed her to refine her skills in financial analysis and planning, crucial for her subsequent senior roles within the financial industry.
Early Career at TD
Christina's professional journey in financial planning began at TD, where she worked as a Financial Planner from 2004 to 2012. Over these eight years, she utilized her CFP, FMA, and FCSI credentials to manage clients' financial portfolios, build comprehensive financial plans, and offer critical advisory services.