Xiaodan Li is an Associate Investment Counselor at one of the largest financial institutes in Canada, where she advises established families and organizations on investment strategy, wealth management, and long-term financial planning. Over her ten-year career with this financial institute, she has held progressively senior roles across retail banking and private wealth management, building expertise in investment management, wealth planning, and helping clients navigate complex financial decisions with confidence.

Xiaodan is a Chartered Financial Analyst (CFA) charter holder and holds an MBA from Carleton University’s Sprott School of Business.

She believes that thoughtful leadership, innovation, and collaboration are essential to advancing patient care and creating a lasting impact for families and future generations.

Appointed in 2026 until 2027.