A solid testimony brings trust.
There is no better way to prove our trustworthiness than through the testimony of our clients. Hear for yourself what others are saying about us.
First time we have established a better understanding of estate planning…
Working with the Leoganda team has been an enlightening experience. There is now peace of mind knowing we have a better understanding of what our Estate and Retirement planning goals are and how we may get there.
show moreWith their professional knowledge & excellent service, this is the first time we have established a better understanding of estate planning – despite working with many other financial planning professionals prior to meeting with (Kari and Nancy) at Leoganda. We recommend them without any hesitation.
Really helped us to open our family channels…
As an established family business of over 30 years, we are happy to recommend Kari Leoganda and Nancy Fong as our trusted financial advisors.
We found Kari and Nancy to be excellent communicators and they make things easy for us to understand. With deep understanding of our culture they know what we really want, helping us clarify our goals and giving us excellent advice.
show moreFurthermore, we enjoyed the follow up and review process, where we go over what we have done and look at what needs to be done. Clearly, they have put so much thought into our situation. They are able to catch what we want and educate us on how to achieve it.
We appreciate their excellent attitude, their ability to remain neutral and think for the benefit of our entire family and look after the relational dynamics. They are excellent with seniors. When it comes to estate planning, they open people up to talk and easily start the planning process. Especially, Nancy who has been willing to go out of her way to accompany us to the tax lawyer’s and accountant’s office to ensure everyone is working towards the same goal.
Kari and Nancy have really helped us to open our family channels, letting us understand each other better, especially on important issues. They have greatly helped our family of two generations open up and communicate on issues of business & estate planning and shareholders’ agreement.
Moreover, their office location, excellent design and set up, makes people feel relaxed and happy to be there.
Overall, they introduced us to products more improved than what we had before. They really take a lot of stress out of financial planning and make things clear for us. We can clearly see positive results after working with Kari and Nancy.
They ensure I am one step ahead of any contingency which may affect my financial plan…
I have been working with Kari Leoganda and her team since 1995. Kari and Nancy have helped me to keep up-to-date on my financial planning. What I appreciate most about them is they are always thinking forward for me. They ensure I am one step ahead of any contingency which may affect my financial plan. It makes it easy for me to make decisions.
Are innovators in the advanced use of insurance products in estate tax planning for their clients…
I am the partner of one of the top 21 accounting firms in British Columbia and we have been in business since 1991.
I have known Kari for almost 2 decades and seen how she and her operations have evolved and grown both professionally and personally. It is my privilege to be associated with Kari and her team for all these years and my firm is indeed very proud to have her as one of our most valued clients.
show moreIn addition to being a recognized leader in the field of life insurance, Kari and her team are innovators in the advanced use of insurance products in estate tax planning for their clients.
What impresses me most about Kari and her team can be summed up as follows:
- Their commitment to you as their client is total (ie., they put you and your interest first);
- Their services are comprehensive and thorough (ie., they leave no stone unturned); and
- Most importantly, they care!
Provided tremendous value and real tax savings to our company and our family…
I have worked with Kari Leoganda and her team since 1999. Kari is a unique financial planner in her ability to listen and identify problems. She has an advanced understanding of insurance products, the underwriting process and the appropriate use of life insurance in estate and retirement planning.
show moreThe insightful advice that Kari and her team provided brought tremendous value and real tax savings to our company and our family. Their work is timely and knowledgeable. Their efficient reporting practices and commitment to follow through with their promises are why my company and I choose to continue to work with them.
Kari’s clear communication along with a practical and caring nature caused her to quickly gain my trust…
Kari Leoganda has been a real find! Her clear communication along with a practical and caring nature caused her to quickly gain my trust. She has helped me set realistic long term financial goals with sound investments that will secure my retirement needs. Kari’s highly efficient staff supports her well and reflects the overall excellence of the services she provides.
Enabled our family owned company to be better protected against potential hardships…
My experience with them has enabled our family owned company and for myself and other family members personally, to be better protected against potential hardships that would be faced at time of business succession and personal tragedy.
show moreFrom the first time we met Kari and Nancy we found their approach of helping us to identify our family and company needs to be very detailed yet unassuming. Once our needs were identified, whether it to be setting up a will, purchasing insurance, or giving advice about corporate structure we found Leoganda provided a diverse range of services and what they could not provide were quick to recommend and refer us to a qualified professional. The setting up our Wills is a prime example of this. Arranging a Will was something we imagined would be very complicated but with Nancy going as far as accompanying us to the Lawyer’s office the whole experience ended up being relatively simple and stress free.
It is without a doubt that Leoganda has helped position our company and us personally to a more secure future and it with the utmost confidence that we feel that their skill set, persistence, and overall demeanor will be required to help us navigate our changing needs going forward.
Year-in and year-out Kari and her team have kept abreast of our various needs…
We are pleased to state that we have been a happy and satisfied client of Leoganda Financial & Insurance Services Inc for a decade, during which time Kari and her staff have unfailingly and satisfactorily looked after our financial, insurance and employee benefits plans through their renewal, amendment and the many other different permutations.
show moreWhat clearly made it easy for us to stay with Kari Leoganda, despite repeated overtures from many other competitors in the field, is the fact that year-in and year-out she and her team have kept abreast of our various needs, provided us with current up-to-date information and market-driven changes, and always in the most personable, timely and professional manner. Whether it is a new or changing corporate situation, or a personal need of a fairly minor nature, she always has the time and expertise to search for and recommend an appropriate solution. Her staff members are equally adapt in the many different fields of their core business and can always be counted on to follow up and conclude any action plan necessary. Time and again, they have proven themselves the equal of much larger and sophisticated institutions by staying consistently at the fore-front of the markets and offering advices, services and products tailored to the needs of medium size companies like us.
They genuinely care about our business and well being, and are valuable business partners to our team…
We were referred to Kari Leoganda by one of our senior management staff about a year ago. My partners and I have always been skeptical about offers and promises made by insurance agents and estate planning specialists. However after a couple initial meetings with Kari and her colleague, Nancy Fong, we found them to be trustworthy, sincere, and knowledgeable about insurance products and business continuation planning issues..
show moreKari and Nancy are both very organized and methodical. They spent a lot of time trying to understand our business, each business partner’s financial goals, and our organization structure before giving us a proposal. They offered us a lot of valuable advice about our risk exposure and practical suggestions in mitigating those risks. Kari’s presentation was not solely on introducing us to insurance products and services but also include business continuation planning and organization structure recommendation. As hands on business owners, analyzing insurance needs and business continuation planning were not on the top of our agenda but Kari and her team was very persistent with regular follow-ups to guide us through the process.
We have since re-evaluated our business and individual insurance needs and have put our faith in the Leoganda team to look after our insurance coverage for both our business and families. My business partners and I are very happy with the new insurance policies in place to protect us, the company, and our family. Kari and Nancy are still working with us closely to assist us with some other organization structure. We feel they genuinely care about our business and well being, and are valuable business partners to our team.
Although we have only been a client with Leoganda Financial Service for about a year, we feel we have known Kari and Nancy for a long time because of their sincere and personable manner. They are both very efficient and great communicators. We highly recommend Kari and her team to any entrepreneurs or business owners who would like to learn more about business risk exposure, insurance, and business continuation planning.
Leoganda was very thorough in that they asked detailed questions about our wishes and circumstances…
The advice we were offered was very clear and well thought out. Both Nancy and Kari took the time to present their recommendations by showing examples through graphs and charts using our specific data.
show moreTo reach their recommendations, we believe Leoganda was very thorough in that they asked detailed questions about our wishes and circumstances.
Leoganda’s unspoken philosophy must be to treat every one of their clients like family and that shows in their service, attitude and communication with their clients. Our e-mails were always promptly answered and we felt that Nancy and Kari had our best interests at heart.
Leoganda was very thorough in that they asked detailed questions about our wishes and circumstances…
Kari and Nancy bring forth such diverse yet complimenting expertise. I am very comfortable in trusting them and their team with all my estate planning and insurance needs. With their stratagies and efforts, I can let my mind at ease and rest assured that my financial future is well looked after.
Their yearly reviews and ongoing reports to me have been clear and concise…
I have known Nancy for 5 years as our trusted financial advisor for my family. Throughout my years working with Leoganda Financial, their yearly reviews and ongoing reports to me have been clear and concise..
show moreIn estate and insurance planning, I greatly appreciate their expert knowledge and clear explanation. Leoganda’s financial planning process has met our needs totally. Moreover, their service and attitude is always kind, friendly, and efficient.
I would not hesitate to recommend Leoganda Financial for the wealth planning needs of any individual or family. As a professional and business owner, I find that Nancy understand my needs very well and is more than proficient at meeting them.
Any professional would be in very good hands at Leoganda Financial.
Kari and Nancy always have my best interest in mind…
I have found that Kari and Nancy always have my best interest in mind. They are continually available to educate and advise me about new financial products for a secure retirement in the future, saving me time, energy and missed opportunities. Furthermore, they never fail to keep me on my toes with their regular follow up and review of my portfolio and insurance plans.
show moreOverall, the attitude and quality of service offered by Leoganda Financial reaches the standard of excellence. As a professional and a family physician, I feel that I can recommend Nancy and Kari with great confidence.
Their services are timely, precise yet thorough. Clarity is their strength and empowers me to make decisions…
I was referred to them by my tax lawyer who believed their services would be very helpful to me, and she was right.
I engaged Kari and Nancy in both areas of Estate Planning and Retirement Planning. They have demonstrated and proven to me of their highly professional and knowledgeable advice.
show moreTheir services are timely, precise yet thorough. Clarity is their strength and empowers me to make decisions knowing that the strategies will fit best into my circumstances. Both my husband and I love their financial planning process, which is, clear, comprehensive and easy to understand, while taking time to be kind, to smile and to be warm and caring.
They promised to follow up and they did. Every time after the review, I feel reassured and refreshed of our financial picture. They also helped us to complete the things which left unfinished.
Their Purpose-Driven Wealth Manager Process is a step-by-step program that is very easy to understand…
Kari and Nancy have helped my husband and me greatly in the areas of Estate and Retirement Planning.
For Estate Planning, they have given us a true understanding of what we own and what we will owe in taxes, so that we could know how to act wisely now. We have a peace of mind after we took their advice.
show moreFor Retirement Planning, we feel the product that Kari and Nancy presented to us is the best investment that we could hope for. Again, we received a peace of mind, and we are so thankful.
Kari and Nancy’s service and follow up are thorough and professional. Their Purpose-Driven Wealth Manager Process is a step-by-step program that is very easy to understand. Each meeting is followed by a detailed summary of what we have discussed.
During our interaction with them, they are friendly and professional, and we do not feel we are being pressured.
Both Kari and Nancy made sure that we truly understand what they presented to us. They repeated important points and allowed us time to think and discuss at home and also to ask them questions until we were completely satisfied.