Acting as trusted advisors for families, business owners, and professionals.
Our strength is to listen well to clients and to work collaboratively with clients professional advisors. Our unique ability is to facilitate open communication between families members and business partners. Our passion is to help clients understand the importance of proactive planning in estate and retirement management. We are committed to providing objective, dependable, and comprehensive financial planning services in English, Cantonese and Mandarin.
Integrity is to face reality and to tell the truth even when it is hard. To achieve integrity, one needs courage to do what is right.
Anything that is worth doing, is worth doing well. To achieve excellence, attention to details and walking an extra mile are essential.
Clarity empowers one to make the most suitable decision at the time. To achieve clarity, one has to know and communicate what outcomes are desired.
Collaborative teamwork is how we achieve great work. Great teamwork starts with effective leadership and a committed vision.
Progress is necessary in every stage of life. To achieve progress one needs life long learning to keep moving forward.
Stewardship is the careful and responsible management of one’s resources and talents. To achieve good stewardship, once needs the attitude of looking beyond one’s self and beyond today.
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Founder & President, CFP®
Estate Planning, Retirement & Insurance Advisor
Kari Leoganda is the founder and president of Leoganda Financial & Insurance Services Inc., a full-service financial planning company, established for over 20 years, that specializes in Estate and Retirement Planning.
Kari practices value-based financial planning, where she begins by taking the time to listen well and understand her clients and their family’s unique situation. By helping clients to discover their family and business wealth management goals, Kari is able to provide realistic financial strategies so that families can proactively manage their financial resources to meet their goals. Her greatest strength is to foster open communication with her clients, their families and their business partners. Kari’s unique communication and language skills enable her to facilitate open dialogue among parties that might not otherwise share openly with one another. She speaks English, Cantonese and Mandarin.
She is a life member of Million Dollar Round Table and Top of the Table member numerous times.
Prior to starting her financial planning career in BC in 1990, Kari was a group buyer for a renowned department store in Hong Kong – Lane Crawford. Kari frequently accepts invitations by the IFPC (International Financial Planner Council) to deliver training seminars to financial and insurance advisors in Hong Kong. Kari’s active community leadership service includes:
- Twice acting as Chair Person of Canadian Chinese Telethon for BC Children’s Hospital Foundation
- Founding Chair of Chinese-Canadian Planned Gift Committee for BC Children’s Hospital Foundation
- Past Board Member of Richmond Christian School
- Corporate supporter of ICC (International China Concern), an organization helping handicapped and abandoned children in China
- Founding Committee Member of WHEN (Women’s Heart Engaging Network), a women’s Christian ministry in partnership with Power to Change
Kari lives out a meaningful and purposeful balance between family, ministry, charity and professional life.
Kari is married to Gideon and they have two lovely adult children.
Partner, BASc, MBA, CFP®, CKA®
Estate Planning, Insurance & Retirement Advisor
Felicia Lee is recognized as a professional whose unique ability is helping individuals identify their values, and inspiring them to put into place purpose-driven strategies.
Felicia brings to Leoganda her experience as a business coach, having supported over 200 business owners and professionals in the areas of strategic planning, business growth strategies, and succession planning. She decided to join the financial services industry because she believes a solid financial plan is the foundation for a strong family and a strong business.
With her Electrical Engineering and MBA degrees from UBC and a Certificate in Values-Based Leadership from Royal Roads University, Felicia’s role at Leoganda is to guide families through a values-based process in insurance and retirement planning.
Felicia was on the faculty of Langara College in Vancouver, teaching in the areas of Business Planning, Operations and Risk Assessment. She was also sought after as a speaker in Canada and US on topics of business planning, team management, expansion business models and leadership. Felicia focuses on life and business counsel, adding value to the clients whom Leoganda serves.
Felicia is active in her community and has served as the following:
- Founder of Mom CEO Academy, an entrepreneurial training program for moms in business
- Past Executive Managing Director of eWomenNetwork Vancouver Chapter
- Co-Founder of Sky Capital Group, an M&A Advisory firm in Vancouver
- Mentor and speaker at Forum of Women Entrepreneurs, Women’s Enterprise Centre, and Canadian Business Youth Foundation
- Executive team member of Women’s Heart Engaging Network
Felicia is fluent in English, Mandarin, and Cantonese. She is happily married to Sean, and has two lovely daughters, Allison and Lauren.
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.
For once, we felt like we were being put at the centre of the discussion – us, as individuals – not us, as clients.
Felicia and Kari took the time to listen to our family situation, our career aspirations, our plans for the children’s education and ultimately our plans for retirement. We knew after that initial meeting that we needed to switch firms and Leoganda made the transition painless. We would recommend Leoganda Financial to anyone looking to improve their financial peace of mind but in particular to those who are discomforted by the cookie-cutter system of other financial planning firms.