Kate Li - Email & Phone Number

Associate Total Wealth Planner at Scotia Wealth Management Ltd.

Kate Li is based out of Canada and works at Scotia Wealth Management Ltd. as Associate Total Wealth Planner.

Kate Li's Contact Information

Latest update

October 14, 2025

Location

Canada

Kate's current employer

Scotia Wealth Management Ltd.

Description

Website

scotiawm.co.uk

HQ Location

EDINBURGH, United Kingdom

Number of employees

11-50

Industry

Financial Services

Latest update

May 1, 2024

Read about Scotia Wealth Management Ltd.

Frequent questions about Kate Li

What company is Kate Li working for?

Kate Li works for Scotia Wealth Management Ltd..

What is Kate Li's function at Scotia Wealth Management Ltd.?

Kate Li is Associate Total Wealth Planner at Scotia Wealth Management Ltd..

Where is Kate Li based?

Kate Li is based out of Canada.

Who are Kate Li's co-workers?

Kate Li's colleagues are Graham Fallis, Blanca Moreno, Brian Buk, Nicole Black, Jonathan Griffiths, Barbara Patterson, Lana Tysoski, Nancy Kemble, Jocelyn Paul, Johnny Maz, Jinyan Guo, Faber Amanda, Owen Weng, Sam Clarke, Janet Rewucki, Joyce Seto, Dawn Mackey, Judy Ness, Craig Matheson, Chandra Kumarage, Fiona Zhuo, Melanie Mckowen, Irene Chan, Jeffrey Ware, Sheniza Malatombee, Ben Chan, Kseniya Gushchina, Cece Angus, Sharon Moir, Gali Gelbart, Naomi McCully, Janet Becking, Linda Koroluk, Edgar Lopez.

Kate's co-workers

Graham Fallis

Senior Wealth Advisor, Vice President

Blanca Moreno

DIRECTOR ASESOR FINANCIERO

Senior Wealth Advisor

Barbara Patterson

Assistant Branch Manager

Lana Tysoski

Manager Client Services

Nancy Kemble

Senior Financial Planning Consultant

Jocelyn Paul

Private Banker

Johnny Maz

Scotia Wealth Management

Jinyan Guo

Associate Private Banker

Faber Amanda

Financial Consultant

Owen Weng

Wealth Management Consultant

Sam Clarke

Bilingual Inside Investment Specialist

Janet Rewucki

Associate Private Banker

Joyce Seto

Associate Private Banker

Regulatory Projects Manager

Fiona Zhuo

Assoicate Private Banker

Melanie Mckowen

Insurance Sales Associate

Irene Chan

Senior Associate

Jeffrey Ware

Administrative Associate

Private Banking Sales Support Officer

Cece Angus

Wealth Advisor, Portfolio Manager ScotiaMcLeod, A divison of Scotia Capital Inc.

Sharon Moir

Administrative Associate at Scotia Wealth Management

Gali Gelbart

Estate and Trust Consultant

Naomi McCully

Retired Investment Associate at Scotia Wealth Management

Janet Becking

Wealth Management Consultant

Linda Koroluk

Associate Portfolio Manager

Edgar Lopez

Subdirector Scotia Wealth

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