Professionals

Our multi-professional approach to planning results in working closely with clients’ professional advisors. We appreciate their valuable feedback and here are some of their experiences with us.

I am extremely impressed by her level of commitment and service to her clients…

It has been a delight to work with Nancy and I am extremely impressed by her level of commitment and service to her clients. Nancy is that rare professional who not only delivers top drawer knowledge, but does so with grace and is alert to the nuances of clients’ circumstances.

Rose Shawlee
Lawyer, Richards Buell Sutton LLP

Market leader in Estate Planning and Wealth Management for affluent families and businesses…

I have been a colleague of Kari’s since she started in the financial services business over 20 years ago. Her commitment to “continuous improvement” for the purpose of serving her client base is unparalleled in our marketplace.

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Her passion for excellence and client driven solutions have consistently placed her at the forefront of the financial services industry. The addition of Nancy Fong, LLB as partner and the development of a strong support team has made Leoganda Financial and Insurance Services Inc. the market leader in Estate Planning and Wealth Management for affluent families and businesses in the Lower Mainland.

I am proud to be associated with Kari, Nancy and their entire team.

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Tony Bosch
Managing Partner, President, Complete Brokerage Services Inc.

They have a vision and believe in mentoring and encouraging others to do the same…

Nancy and Kari understand their client needs and are able to bring family members together to discuss their finances and insurance needs (often a sensitive topic).

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In particular, I appreciate that Kari and Nancy are community-minded and give back to the community through active volunteer work with various charities. They have a vision and believe in mentoring and encouraging others to do the same. I enjoy working with them tremendously.

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Joyce Lee
Partner, Deloitte Tax Law LLP

Deep passion for its clients and their needs…

To maintain its leadership position in a highly competitive industry, Leoganda has managed to demonstrate its relevance and currency in the marketplace year after year through innovation, creativity and most importantly, deep passion for its clients and their needs. An absolute rarity in this day and age.

Michael T. Lam
Partner, Lam Lo Nishio Chartered Accountants
2008 Chair, BC Children’s Hospital Miracle Weekend

Kari and Nancy provide their clients with unparalleled service, patiently listening to their needs and aspirations…

Kari and Nancy provide their clients with unparalleled service, patiently listening to their needs and aspirations. They also have a network of dedicated professionals to which they refer their clients as needed from time to time.

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I have hugely enjoyed serving these well-prepared clients in receiving instructions for the preparation and execution of their Wills and other crucial documents.

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J. Karen Dylla
Lawyer, Pryke Lambert Leathley Russell LLP

Kari and Nancy are highly knowledgeable in the area of Estate Planning…

Kari and Nancy are highly knowledgeable in the area of Estate Planning. In their work, they offer excellent service and follow up. Their strength is their patience in answering my numerous questions and their ability to recommend an appropriate financial plan.

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I greatly appreciate Kari and Nancy for their helpfulness and for taking the time to understand my unique situation.

In terms of attitude and work ethic, Kari and Nancy are always “on the ball,” following through at every detail of the way. As they have earned my trust, I look forward to working with Kari and Nancy on my future planning.

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Theresa Ko
Principal, Theresa Ko Chartered Accountant