Rebecca Li
Investment Consultant, RRC®

Rebecca, an expert in family and corporate wealth management, has been working with clients to create one-stop investment and financial planning. She is a Registered Retirement Counsellor (RRC®) in Canada, licensed in Ontario for mortgage, investment, and insurance, and has a comprehensive range of financial strategies to help individuals, families, and companies tailor their financial planning to meet their needs.
Rebecca graduated from the University of Waterloo in 2007 with a degree in Finance and Mathematics. She became a CMA accountant after graduation. In 2017, Rebecca, already a mother of two boys, made a complete career change into the investment and financial management field by chance. In her first year of practice, she earned membership in the Global Finance Million Roundtable and continues to do so today. In 2018 she also welcomed another young member. With three sons at home, Rebecca was able to quadruple her performance in 2020 from a regular membership to a COT Cabinet membership in the Million Dollar Roundtable, instead of staying home with her children and serving her clients due to the epidemic.
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From day one Rebecca has been committed to the belief of "being a person first, then doing something". Like John Ruskin said: Living without an aim is like sailing without a compass. and a happier and more comfortable life.
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Experience
2017 - Current
RLI Financial Consultant
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2015 - 2017
Money Solutions
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2013 - 2015
Firan Technology Group Corporation (FTG)
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2007 - 2013
MDA Space Canada
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