Ms. Li has over 12 years of experience as an institutional equity trader in Capital Markets and Wealth Management across multiple banks. She brings a unique combination of deep market knowledge, strong relationship management, and sharp execution skills to institutional buy-side clients as well as Wealth Management advisors. Cleo holds the CFA charter, the PRM designation, a Master of Finance from Queen’s University, and an Honours Bachelor of Mathematics from the University of Waterloo.

She currently volunteers as the Toronto Co-Regional Director of the Professional Risk Managers’ International Association (PRMIA). Cleo is passionate about team sports and plays hockey in multiple leagues across the Greater Toronto Area.