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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

Take your donation dollars further

Jun 01, 2023 - Canada Life

Is charitable giving a part of your financial planning? Find out how you can take your donation dollars further...

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Financial planning for 2SLGBTQI+ families

May 24, 2023 - Canada Life

From financial planning to estate planning, there are many aspects to financial wellness that are unique to 2SLGBTQI+ individuals, partnerships and families. Here are some considerations for your individual 2SLGBTQI+ financial planning...

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Four tips to help you make the most of your landscaping budget

May 15, 2023 - Canada Life

Don’t break the bank on your home landscaping...

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