Shirley Li FinancialShirley Li Financial Ltd. · 嘉欣理财
Shirley LiFounder & Chief Advisor, Shirley Li Financial Ltd. · Family Wealth Coordinator

For business owners & high-net-worth families: see the whole picture first

Insurance | Liquidity | Business Succession | Cross-Professional Coordination

Past a certain size, the question is no longer "what should I buy?" It becomes: is the structure right, is there enough liquidity, and if you suddenly couldn't run the business, what happens to your family and your company? Those questions deserve one proper review a year.

Flower Deity Shirley — guardian of legacy and business assets
Flower Deity Shirley | Guardian of Legacy & Business Assets

The 2026 Family Wealth & Tax Planning Review

A working session for business owners and high-net-worth families — not a sales pitch. Shirley's role is coordination: helping you see your family's whole wealth picture, spotting the gaps, connecting the right professional resources, and planning ahead. Tax and legal conclusions stay with your CPA and lawyer; Shirley makes sure the right questions get asked and the right people get connected.

Business succession

Shares, succession arrangements, shareholder agreements, and what keeps the business running if something happens to you — map first, tools second.

Liquidity

Cash flow and emergency liquidity on both sides — family and business: when money is needed, where is it, and how fast can it move?

Family wealth handover

Beneficiary designations, the state of your will and powers of attorney, and whether the next generation knows where everything is — the information checklist comes first.

Tax-planning topics

Tax-season and annual tax-planning questions organized into a clear list, aligned with your CPA before anything moves — no conclusions pre-judged.

How the review works

  1. Book a time first: via the booking page, phone or WeChat. Once Shirley confirms personally, a short pre-meeting intake form outlines your family and business structure (no account numbers or sensitive IDs).
  2. Shirley confirms personally: business-owner sessions run about 45 minutes; in-person times are Tue–Thu 10:30–17:00 (Vancouver time).
  3. You leave with a written question list: what is already arranged, where the gaps are, and what needs your CPA or lawyer — then you decide the next step.

It starts with a real conversation

This line does not run on self-serve checkout links. If you own a business, or your family's assets have outgrown "a policy and a house", book directly with Shirley:

Phone 778-239-0895 | WeChat shirleyli889

Book a time first See available times