Claire Li

Hi, I’m Claire! A Certified Financial Planner (CFP) with over 10 years of experience helping individuals and families achieve their financial goals. At IG Wealth Management, I specialize in crafting personalized strategies for investment growth, tax optimization, retirement, and estate planning, simplifying the complex to help my clients make confident financial decisions.

Financial planning isn’t just about numbers—it’s about aligning your finances with your life’s aspirations. Together, we’ll build a roadmap to your financial freedom.

When I'm not working with clients, I love exploring new culinary delights, enjoying a good movie, traveling to exciting destinations, and hitting the slopes for some snowboarding.

Let’s connect and begin building your financial future!