Li Yu, a seasoned investment advisor since 2011, is dedicated to assisting motivated families navigate the complexities of today’s volatile financial landscape. His mission is to empower clients to live financially fulfilling lives on their own terms, turning money into wealth.

In 2021, Li brought his expertise to Richardson Wealth, furthering his commitment to deeply serving his clients. He holds designations as a Chartered Investment Manager and Certified Financial Planner, reflecting his dedication to professional growth and excellence.

Born in China, Li’s educational journey led him to Canada where he completed an MBA in Finance at Brock University and a Master of Theological Studies from Tyndale University. His passion for learning is matched only by his adventurous spirit, which he nurtures through activities such as fishing, travelling, and volunteering in his community.

Li and his wife have made Niagara their home, sharing their lives with their beloved dog, Audi. Beyond his professional endeavors, Li is a long-term supporter of several charities, including “Veterans Helping Veterans”, “ParaSport Ontario”, and “Niagara Youth Need Sports”. His philanthropic efforts reflect his commitment to giving back to the community that he calls home.

In all aspects of his life, Li Yu exemplifies a dedication to service, community, and the empowerment of others through financial freedom.

As the key point of contact for clients, Jessica has the unique ability to connect with clients on an emotional level, while helping them navigate the administrative elements of wealth management.

Jessica got her start in financial services as a bank teller, seeing first-hand the day-to-day experiences of clients’ relationships with their money. That led her to the realization that she wanted to play a bigger role in helping clients – particularly families – manage their money and make big life decisions surrounding wealth and investing. In 2013, she started working alongside Li Yu, moving with him to Richardson Wealth in 2021. She continues to deliver an unrivaled approach to service excellence.

Jessica has a degree in Biology from Brock University and is licensed as an Investment Representative. She lives in Welland with her partner, Ryan, their 2 children and their dog. They make time to get out on the water boating and enjoy getaways up north.

Lauren joined our team in 2022 as an assistant to help with our administrative operations. She brings with her plenty of experience in customer service and enjoys working with others in a collaborative environment. She is pleased to be part of a team who puts exceptional service at the forefront of their operations.

Lauren graduated from Wilfrid Laurier University in 2021. Inspired by her late father’s successful career in wealth management, and his encouragement that she would find enjoyment and impact in this career, she decided to follow in his footsteps. She enjoys the opportunity to get to know our clients on a personal level, while also providing them with superior service at every opportunity.

Lauren lives in St. Catharines with her husband and their beloved golden retriever. They enjoy spending plenty of time together, whether it's hiking, backcountry camping, or enjoying quality time with their families in both St. Catharines and Owen Sound.