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Simply better financial advice

 

Dominic Li BA

Investment Specialist, ABCU 
Investment Specialist, Credential Asset Management Inc.

Dominic has more than 20 years in the financial industry. As an Investment Specialist, he manages deposits and relationships with members as well as creates custom investment solutions, tailored to the member’s goals and needs.

Through experience, Dominic finds that there is a lot of focus on the so-called “right way” to manage and plan for your finances. Buzzy terms like ‘maximize return’ and ‘outperform the markets’ get thrown around a lot, without understanding how real people think about their money and what they really want. He will tell you that members are looking to make money, save money, find convenience and peace of mind.

Dominic works hard to understand his members so the advice he provides makes sense to them in the context of their life and their unique goals.

Outside of helping members achieve these goals, Dominic is perfecting his brisket smoking, starting a podcast or reading 3-4 books at any given time.

As a mobile Investment Specialist, Dominic offers a convenient method of meeting members where they are at.

Call Dominic at 780.929.1389 or email at dli@abcu.ca

Mutual funds are offered through Credential Asset Management Inc.

 
 
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