Ellen Li Email & Phone Number
Estate and Financial Planning Director @ Sun Life Financial
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Ellen Li Location
- Canada
Ellen Li Work
- Estate and Financial Planning Specialist @ (July 2019 - April 2022)
- Estate and Financial Planning Director @ (April 2022 - Present)
- Consultant @ Financial Planning (June 2016 - July 2019)
- Director @ Ruby Financial Services Company Ltd. (September 2012 - May 2016)
- Vice President @ Barclays Bank PLC Hong Kong (March 2011 - January 2012)
- Managing Director, Scotiatrust (Asia) Ltd. @ (October 2007 - February 2011)
- Senior Financial Consultant @ MD Management (September 2004 - September 2007)
- Investment Consultant @ (January 2001 - September 2003)
- IR and IRD @ (July 1998 - December 2000)
Ellen Li Education
- Advocis, The Financial Advisors Association of Canada
CLU (CLU)
2018-2019 - Family Offices Group
QFOP
2017-2018 - The Society of Trust and Estate Practitioners
TEP
2008-2010 - Financial Planning Standards Council
CFP
2003-2004 - Bowling Green State University
MA (Economics)
1993-1995
Ellen Li Summary
- Ellen Li, based in Canada, is currently a Estate and Financial Planning Director at Sun Life. Ellen Li brings experience from previous roles at Sun Life, Financial Planning, Ruby Financial Services Company Ltd. and Barclays Bank PLC Hong Kong. Ellen Li holds a 2018 - 2019 CLU in CLU @ Advocis, The Financial Advisors Association of Canada. Ellen Li has 4 emails and 2 mobile phone numbers on RocketReach.
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