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Roger Li

Private Banker III

Tel: 905-305-0750
Tel: 416-271-9266

Roger Li

Address
3985 Highway 7 East
Suite 302
Markham , ON
L3R 2A2
Map

Other Locations

3985 HWY 7 E. 3rd Floor
Markham, Ontario
L3R2A2

Contact Me

About Me

As a Private Banker at BMO Private Wealth, I advise Canadian families, professionals, business owners and executives on banking, lending and cash flow management to help them reach their business and personal financial objectives and dedicate more time to the activities they value most.
 

I take time to listen and understand each client’s circumstances, financial needs and goals – for today and the future. Then, I bring in a customized team of BMO Private Banking specialists to look at their entire financial picture. From day-to-day banking to specialized lending, we take a holistic approach to design a customized, integrated financial plan. I regularly revisit this plan and adapt it as the client transitions throughout life.
 

I joined BMO Private Wealth in 2006 and have 30 years of banking and borrowing experience. I have an undergraduate degree from York university.