Full Name
Derek Li
Job Title
Senior Digital Advisor Journey Owner, Advisor & Client Journey
Company
iA Private Wealth
Speaker Bio
Derek joined iA Private Wealth in August 2017 and is currently responsible for delivering digital solutions that enhance the experience of advisors.
Derek has a strong and diverse background in the financial industry, with over 10 years of industry experience and over 4 years digital product development experience. He has held progressive roles at Scotiabank, HollisWealth, and Fidelity Clearing Canada.
Derek holds a Bachelor of Commerce degree from Saint Mary's University and a Certified Scrum Product Owner certification. He is passionate about agile methodologies, user-centric design, and digital innovation. He lives in Toronto, Ontario with his family.
Derek has a strong and diverse background in the financial industry, with over 10 years of industry experience and over 4 years digital product development experience. He has held progressive roles at Scotiabank, HollisWealth, and Fidelity Clearing Canada.
Derek holds a Bachelor of Commerce degree from Saint Mary's University and a Certified Scrum Product Owner certification. He is passionate about agile methodologies, user-centric design, and digital innovation. He lives in Toronto, Ontario with his family.
Speaking At
