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Jing Yu (Rebecca) Li

President
Financial Security Advisor | Investment Representative

Provides specialized financial security advice and planning services for estate planning and preservation, tax planning, retirement planning, investment selection, and education plans. When I'm not working with my clients, I enjoy spending time with my family and reading.

I hope to have the privilege to work with you together and help you achieve your financial security goals.

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Contact me today to learn more

Recent posts

Why you should choose a beneficiary

Sep 21, 2023 - Canada Life

Choosing a beneficiary is an important part of your financial plan...

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What are real assets?

Sep 19, 2023 - Canada Life

Diversifying your portfolio with real assets can help you achieve your financial goals and secure your future...

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What’s the difference between mutual funds and segregated funds?

Sep 18, 2023 - Canada Life

Mutual funds and segregated funds are both investment options, but they have some key differences...

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