About Shirley

From the classroom to the community, and into family after family. What I do has never changed — explaining complicated things in plain words, and connecting people with the right resources.

It started in a classroom

Shirley used to teach. In her years at the front of a classroom she learned one thing: anything complicated can be understood, if you find the right way to say it. She has carried that habit through her whole career.

Then, the community

From the classroom into the community, she has spent years in community service and cultural work. To her, community is not a list of events attended — it is a place where you serve people and connect cultures, day after day. Trust is built there, inch by inch, over years.

Now, family after family

Today she is the founder of Shirley Li Financial Ltd., a Family Wealth Coordinator. She helps families first sort out their assets, cash flow, responsibilities and professional team: insurance, liquidity, business succession, and cross-professional coordination.

What she does has never changed — explaining complicated things in plain words, and connecting people with the right resources.

Book a one-on-one conversation with Shirley

Phone: 778-239-0895

WeChat: shirleyli889

In person: Tue, Wed, Thu 10:30–17:00 (Vancouver time) | Phone (15 min) & Zoom (30 min): Mon–Fri, weekends flexible

Can't call right now? Leave a message, or see the booking page.