Financial Clarity, Clearly Planned.

Comprehensive planning for every stage — for individuals, families, and corporations in Toronto and the GTA.

Our Process

A great financial plan isn't built overnight — it's built on the right questions, careful analysis, and a strategy tailored to you.

  • We start by getting to know you — your current financial picture, your goals, and what keeps you up at night. Together, we explore your liquidity needs, retirement timeline, living benefits, and how you want to protect the people who matter most.

  • Using the information gathered, we conduct a thorough analysis of your situation and develop a set of tailored recommendations designed to close the gap between where you are and where you want to be.

  • We walk you through your personalized financial plan in detail — explaining the reasoning behind every recommendation and making sure your top priorities are front and centre. No jargon, no pressure.

  • Once you're confident in the plan, we get to work. Our team coordinates the appropriate insurance, investment, tax, and estate planning solutions — and where needed, connects you with our trusted network of professionals.

  • Your life changes. Your plan should too. We review your plan regularly — quarterly, semi-annually, or annually depending on your needs — to keep your strategy aligned with where you're headed.

Work With Us

Who We Work With

  • CANADA LIFE

  • QUADRUS INVESTMENT SERVICES LTD.

  • FIDELITY INVESTMENTS

  • RBC GLOBAL ASSET MANAGEMENT (GAM)

  • TD ASSET MANAGEMENT

  • SUN LIFE

  • MANULIFE

  • BENECAID

Meet the Team

  • KENNETH K LI, BA, CFP, CLU

    PRINCIPAL/PARTNER & CERTIFIED FINANCIAL PLANNER

    Kenneth has been helping clients navigate their financial lives since 2015, bringing a planning-first approach to every relationship. He holds a Bachelor of Arts (Honours) in Economics from Queen's University, and has earned both the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations. Ken specializes in building comprehensive financial plans for families, business owners, and working professionals.

  • Fui Li, BComm

    PARTNER & INSURANCE ADVISOR

    With over 30 years in the financial services industry, Fui brings a depth of experience that few advisors can match. He holds a Bachelor of Commerce from St. Xavier's College and has spent his career developing expertise in employee benefits, life insurance, and investment planning. Fui's clients benefit from decades of real-world insight and a genuine commitment to long-term relationships.

  • ALEX LAO

    ADVISOR SUPPORT ASSOCIATE

    Creative and strategic in equal measure, our marketing director brings fresh ideas to every campaign. They turn insights into action and help our message resonate with the right audience.

  • SOPHIE LI

    ADVISOR SUPPORT ASSOCIATE

    Friendly, attentive, and always ready to help, our customer service manager ensures every interaction is a positive one. They keep communication clear, timely, and human.

Get in Touch

Whether you have a question, an idea, or just want to say hello, feel free to reach out—we’re here to help.