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Kate (Yanping) Li, Cfp, Cpa Candidate Email & Phone Number

Wealth Planner at SCOTIA WEALTH MANAGEMENT LTD.
Location: Canada, Canada, Canada 4 work roles 3 schools
1 work email found @scotiabank.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email k****@scotiabank.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
SCOTIA WEALTH MANAGEMENT LTD.
Role
Wealth Planner
Location
Canada, Canada, Canada
Company size
115 employees

Who is Kate (Yanping) Li, Cfp, Cpa Candidate? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Kate (Yanping) Li, Cfp, Cpa Candidate is listed as Wealth Planner at SCOTIA WEALTH MANAGEMENT LTD., a company with 115 employees, based in Canada, Canada, Canada. AeroLeads shows a work email signal at scotiabank.com and a matched LinkedIn profile for Kate (Yanping) Li, Cfp, Cpa Candidate.

Kate (Yanping) Li, Cfp, Cpa Candidate previously worked as Total Wealth Planner at Scotia Wealth Management Ltd. and Financial Planner at Bmo Financial Group. Kate (Yanping) Li, Cfp, Cpa Candidate holds Cfe Passed from Chartered Professional Accountants Of Canada (Cpa Canada).

Company email context

Email format at SCOTIA WEALTH MANAGEMENT LTD.

This section adds company-level context without repeating Kate (Yanping) Li, Cfp, Cpa Candidate's masked contact details.

*@scotiabank.com
68% confidence

AeroLeads found 1 current-domain work email signal for Kate (Yanping) Li, Cfp, Cpa Candidate. Compare company email patterns before reaching out.

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Profile bio

About Kate (Yanping) Li, Cfp, Cpa Candidate

Kate (Yanping) Li, Cfp, Cpa Candidate is a Wealth Planner at SCOTIA WEALTH MANAGEMENT LTD.. She possess expertise in retirement planning, inventory management, portfolio management, brokerage, equity trading and 6 more skills. She is proficient in French.

Listed skills include Retirement Planning, Inventory Management, Portfolio Management, Brokerage, and 7 others.

Current workplace

Kate (Yanping) Li, Cfp, Cpa Candidate's current company

Company context helps verify the profile and gives searchers a useful next step.

SCOTIA WEALTH MANAGEMENT LTD.
Scotia Wealth Management Ltd.
Wealth Planner
edinburgh, edinburgh, united kingdom
Website
scotiawm.co.uk
Employees
115
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Company profile
View company profile Email format
4 roles

Kate (Yanping) Li, Cfp, Cpa Candidate work experience

A career timeline built from the work history available for this profile.

Team & coworkers

Colleagues at SCOTIA WEALTH MANAGEMENT LTD.

Other employees you can reach at scotiawm.co.uk. View company contacts for 115 employees →

AS Anthony Sanguigni Anthony Sanguigni Colleague at Scotia Wealth Management Ltd.Greater Toronto Area, Canada, Canada View → MN Melanie Nazare Melanie Nazare Colleague at Scotia Wealth Management Ltd.Toronto, Ontario, Canada, Canada View → VJ Vanessa Jamer Vanessa Jamer Colleague at Scotia Wealth Management Ltd.Canada, Canada View → SB Shannon Barratt Shannon Barratt Colleague at Scotia Wealth Management Ltd.Calgary, Alberta, Canada, Canada View → DP Darrell Peyton, Cfa Darrell Peyton, Cfa Colleague at Scotia Wealth Management Ltd.Parkland County, Alberta, Canada, Canada View → EC Ed C. Ed C. Colleague at Scotia Wealth Management Ltd.Toronto, Ontario, Canada, Canada View → LK Linda Koroluk Linda Koroluk Colleague at Scotia Wealth Management Ltd.Calgary, Alberta, Canada, Canada View → EZ Eric Zhou Eric Zhou Colleague at Scotia Wealth Management Ltd.Toronto, Ontario, Canada, Canada View → EE Edgar Eduardo Gracian Lopez Edgar Eduardo Gracian Lopez Colleague at Scotia Wealth Management Ltd.Celaya, Guanajuato, Mexico, Mexico View → AG Ashley Grant Ashley Grant Colleague at Scotia Wealth Management Ltd.Moncton, New Brunswick, Canada, Canada View →
3 education records

Kate (Yanping) Li, Cfp, Cpa Candidate education

FAQ

Frequently asked questions about Kate (Yanping) Li, Cfp, Cpa Candidate

Quick answers generated from the profile data available on this page.

What company does Kate (Yanping) Li, Cfp, Cpa Candidate work for?

Kate (Yanping) Li, Cfp, Cpa Candidate works for SCOTIA WEALTH MANAGEMENT LTD..

What is Kate (Yanping) Li, Cfp, Cpa Candidate's role at SCOTIA WEALTH MANAGEMENT LTD.?

Kate (Yanping) Li, Cfp, Cpa Candidate is listed as Wealth Planner at SCOTIA WEALTH MANAGEMENT LTD..

What is Kate (Yanping) Li, Cfp, Cpa Candidate's email address?

AeroLeads has found 1 work email signal at @scotiabank.com for Kate (Yanping) Li, Cfp, Cpa Candidate at SCOTIA WEALTH MANAGEMENT LTD..

Where is Kate (Yanping) Li, Cfp, Cpa Candidate based?

Kate (Yanping) Li, Cfp, Cpa Candidate is based in Canada, Canada, Canada while working with SCOTIA WEALTH MANAGEMENT LTD..

What companies has Kate (Yanping) Li, Cfp, Cpa Candidate worked for?

Kate (Yanping) Li, Cfp, Cpa Candidate has worked for Scotia Wealth Management Ltd., Bmo Financial Group, Bmo Wealth Management - Canada, and Cst Consultants Inc..

Who are Kate (Yanping) Li, Cfp, Cpa Candidate's colleagues at SCOTIA WEALTH MANAGEMENT LTD.?

Kate (Yanping) Li, Cfp, Cpa Candidate's colleagues at SCOTIA WEALTH MANAGEMENT LTD. include Anthony Sanguigni, Melanie Nazare, Vanessa Jamer, Shannon Barratt, and Darrell Peyton, Cfa.

How can I contact Kate (Yanping) Li, Cfp, Cpa Candidate?

You can use AeroLeads to view verified contact signals for Kate (Yanping) Li, Cfp, Cpa Candidate at SCOTIA WEALTH MANAGEMENT LTD., including work email, phone, and LinkedIn data when available.

What schools did Kate (Yanping) Li, Cfp, Cpa Candidate attend?

Kate (Yanping) Li, Cfp, Cpa Candidate holds Cfe Passed from Chartered Professional Accountants Of Canada (Cpa Canada).

What skills is Kate (Yanping) Li, Cfp, Cpa Candidate known for?

Kate (Yanping) Li, Cfp, Cpa Candidate is listed with skills including Retirement Planning, Inventory Management, Portfolio Management, Brokerage, Equity Trading, Relationship Building, Customer Service, and Project Coordination.

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