Meet the Team
A key advantage of your relationship with RLi Financials Consultant is that you gain access to professionals who are qualified to provide expert advice on every facet of the financial planning process. Our broad range of expertise means we can provide you with customized solutions that consider your complete financial picture, not just one aspect of it.
Founder and CEO
Rebecca Li
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.
Operation Manager
Cynthia Zhao
Cynthia brings a strategic, detail‑driven approach that keeps our firm running with precision and purpose. With a strong background in operations and workflow optimization, Cynthia ensures that every client experience is supported by efficient systems, seamless processes, and exceptional service standards. Her leadership strengthens our internal operations, enhances collaboration across teams, and allows our advisors to focus on what matters most.
Senior Office Administrator
Rosita Chan
Rosita delivery exceptional leadership, organization, and professionalism to every aspect of our daily operations. With extensive experience supporting financial service teams, she oversees administrative workflows, client communications, and office coordination with remarkable precision and care. Rosita is known for her proactive approach, strong problem‑solving skills, and ability to keep complex tasks running smoothly behind the scenes.
Office Administrator
Grace Yang
Grace contributes exceptional organizational abilities and a forward‑thinking approach that keeps our daily operations running smoothly. She supports the team with scheduling, documentation, and client communications, ensuring that every task is handled with accuracy and professionalism. Grace is consistently demonstrates a positive, solutions‑focused attitude.
Back Office Specialist
Carol Li
Carol plays a vital role in maintaining the accuracy, efficiency, and reliability of our internal operations. She manages essential administrative tasks, documentation, and data processing with exceptional attention to detail, ensuring that our advisors have the information and support they need to serve clients effectively. Carol’s steady work ethic, strong organizational abilities, and commitment to precision help keep our workflows running seamlessly behind the scenes.
Digital Marketing Specialist
Victor Siu
Victor develops and manages targeted digital campaigns that strengthen our brand, engage clients, and expand our reach across key platforms. With a strong understanding of analytics, market trends, and client behavior. His innovative approach and commitment to continuous improvement help position our services effectively in a competitive financial landscape, making him an essential contributor to our growth.
