About Us
Vision
Our vision is to support every single individual to build up a comprehensive financial system for himself, his family, his business as well as his descendants.
Mission
Our mission is to review the aerial view with every client and provide detailed services including but not limited to financial planning, tax planning, tax filing for individual, business and trust, business reporting, etc.
Our Team
Wendy Li
CPA, TEP, TOT, FCCA, LIC
20 years of progressive experience in taxation, investment, trust & estate.
Education background:
M.A., Finance & Investment The University of Nottingham
B.S., Accounting Dongbei University of Finance and Economics
Work Experience:
Founder and Director – Toronto Financial Health Consulting Limited (Jan. 2018 till now)
Manager – Deloitte, Global Finance & Chinese Services Group (Aug. 2011 to Dec. 2019)
Market Data Analyst – Thomson Reuters, Fixed Income Department (Aug. 2008 to Jul.2011)
Contact us
Email: info@torontofinhealth.ca
wendyli@torontofinhealth.ca
aliceyang@torontofinhealth.ca
Telephone: +1 (647) 526 6423