Find a CEA

Rebecca Li is a Financial Planner and Registered Retirement Consultant (RRC®) serving individuals, families, and business owners with disciplined, strategy driven financial guidance. Her practice focuses on long-term wealth planning, integrated retirement strategies, tax minimization and insurance based risk management.

With a structured approach, Rebecca works with clients to clarify financial priorities, organize assets, and translate goals into executable plans. She emphasizes tax efficiency, sustainable retirement income, and intergenerational wealth transfer. Rebecca’s advisory process is transparent, values driven, and built on measurable outcomes rather than short term speculation.

Her business is built on ongoing relationships. Clients receive customized financial roadmaps, consistent review meetings, and proactive strategy adjustments as life circumstances change. Rebecca collaborates closely with accountants, legal professionals, and private banking partners to ensure plans are fully coordinated.

Rebecca’s mission is to help clients make confident financial decisions, protect their families, and create long-term security with clarity and purpose.

Samuel Li started his financial advisory practice in 2005, assisting Canadians in growing their long-term wealth while protecting their assets.

One area he specializes in is servicing families with disabilities.

As a veteran sales professional in the financial services industry, I've spent the past 18 years building lasting advisor relationships across the entirety of Western Canada. Territories may change but lasting relationships endure. For me it's simple: take care of others and they will take care of you. Be a trusted counsel and source of value information and insight. The rest takes care of itself. 

I am passionate about helping people achieve financial success. With strategic advice around Shares, Property. helping clients build wealth, save tax and protect assets.

Fluent in english mandarin and cantonese.

- Financial Planning

- Retirement Planning

- Estate Planning

- Investment Fund

- Life Insurance

- RRSP

- RESP

- Mortgage

Stan Livingston is President and CEO of Moneyman Financial Inc. and has been in the financial services industry for more than 40 years.

Early in his career he proved his financial acumen as a partner in a Vancouver estate planning firm. With this solid foundation Stan founded his own firm in 1984, specializing in his particular interests - family business succession, investment planning and wealth management. To this day his clients include individual professionals, businesses and multiple generations of families.

Stan is a past president of the Life Underwriters Association of Canada and a standing member of the Independent Financial Brokers of Canada. He keeps current on market trends which enables him to best counsel his many business and individual clients, some whom have been with him for decades.

Stan's extensive experience in finance and family business succession planning makes him a valued advisor in both insurance and investments.

Maria's personal area of expertise is working with Canadians who are looking for retirement income strategies. With over 20 years experience in the financial services industry, Maria is dedicated to seeking out the best insurance solutions and investment opportunities for her clients to ensure their financial success.

Through National Best, Maria offers investments that provide guaranteed retirement income, death benefit guarantees and estate planning benefits.

Maria is also a registered dealing representative with Pinnacle Wealth Brokers Inc. allowing her to help clients diversify their portfolio into private market investments.

Areas of Specialty: Helping you build and protect your wealth through Guaranteed Retirement Income and Alternative Investment solutions; Estate Transfer Analysis to minimize taxes and estate fees.

Family run Financial services office - 

CFP in office

Personal Income Taxes 

Elder Planning Designated 

Investments 

Insurance 

Banking/Lending Needs