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    • Ideas & Insights
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    • Understanding total cost reporting
    • Planning for long-term care
    • Estate planning 101
    • Leaving Canada?
    • Joint ownership: helpful or harmful?
    • 2025 year-end tax planning checklist
    • Considering living together?
    • How to navigate ‘the money talk’ with your partner
  • Contact
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Richardson Wealth: Yu & Associates Wealth Management
  • Home
  • Our Team
  • Our Services
    • Wealth Management
    • Guaranteed Investment Certificates (GICs)
    • Second Opinion Services
  • Testimonials
  • Our Approach
  • Richardson Wealth
    • The benefits of Richardson Wealth
    • Protecting your family wealth
    • Fiduciary excellence
  • Insights
    • Ideas & Insights
    • The value of professional advice
    • Understanding total cost reporting
    • Planning for long-term care
    • Estate planning 101
    • Leaving Canada?
    • Joint ownership: helpful or harmful?
    • 2025 year-end tax planning checklist
    • Considering living together?
    • How to navigate ‘the money talk’ with your partner
  • Contact
  • MyRichardsonWealth
Richardson Wealth: Yu & Associates Wealth Management
Li Yu
Senior Portfolio Manager, Senior Investment Advisor
Li.Yu@RichardsonWealth.com
Phone: 289.288.2416
  • Linkedin

Li Yu MBA, CIM, CFP

Senior Portfolio Manager, Senior Investment Advisor

Email

Phone 289.288.2416

Jessica Banka

Associate

Email

Phone 289.288.2417

Lauren Hesp

Associate

Email

Phone 289.288.2422

Winnie Zheng

Business Development Assistant

Email

Phone 289.288.2423

Branch Address

110 James St., Unit 304, St. Catharines, ON, L2R 7E8

Email: Li.Yu@RichardsonWealth.com

Phone: 289.288.2416

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