Raymond Li is a finance professional with over 20 years of experience in Canada. He has worked in assurance, valuation, and transaction advisory services with one of the big four accounting firms, investment banking and capital markets with one of the large independent investment dealers, and brokerage and wealth management with a large independent wealth management firm in Canada. As a licensed portfolio manager, Raymond holds CA, CPA, and CFA designations, and an MBA degree from McMaster University.

Raymond understands the significance of strong fundamentals, growth potential, and safety margin for investors seeking quality companies to invest. To achieve market-beating returns and generate alpha, he emphasizes these key factors and employs a range of active return-risk adjusting techniques, including reasonable diversification and leverage. With Raymond’s expertise and careful attention to these critical aspects, investors can improve their chances of success in the market.