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.

Financial transitioning

Structured settlements

Wealth Planning and Family Services

I am a life insurance broker, I would like to learn more about taxation, estate planning.

Irene Lis, founder
of Your Life
Commemorated Inc.™,
is a licensed Funeral Director with an MBA and a Certified Human Resources
Leader (CHRL) designation.  Irene enjoys
working as both a personal funeral planning consultant and as a Human Resources
consultant and.  While two seemingly
different roles, both require a passion for making a difference in clients’
lives.

While pursuing her funeral director license,
Irene came to appreciate how so few people understand the “funeral” options
available to us all and the enormous opportunity that we each have to own and
design a commemorative funeral event that truly reflects us as individuals. Your Life Commemorated Inc.™ is an independent Personal Funeral Pre-Planning
Advisory Services Firm whose
“raison d’être” is to educate and promote the personal ownership and
creation of meaningful funeral plans that truly commemorate the unique life of
each individual. 

Taking
the time to ensure our plans fully represent how we want our life commemorated
- to reflect our
personal values, interests, experiences, special qualities, passions, hobbies,
cherished memories – is a great gift that we provide loved ones ensuring a legacy that they will remember
forever and will help them grieve in a positive way and with peace of mind.

We plan for all of the important events in
our life such as birthdays, graduations, religious celebrations, anniversaries,
weddings, retirements.  Why should the final important event of our
life - our “funeral” - be any different?

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