Meet Stella

About: Stella Li

Stella has strong skills in financial statements analysis and data analysis to interpret, assess, and draw insights from financial and data-related information to make informed decisions. Her main role is to support Investment Committee to conduct financial market research, manager research and selection, risk assessment and report creation.

Stella is passionate about investment researching and providing insights on specific investments. She also collaborates closely with financial advisers to ensure their investment advises and strategies to the clients are consistent and well-informed.

Committed to making every interaction pleasant and productive, Stella is here to support both our clients and team members with professionalism and care.

What Clients Are Saying

Our financial goals are on track!

I knew we needed a clear and straightforward plan that focused on our specific goals. Without going through the goal setting process, I think we would have continued with ad hoc investing that reacted to markets, instead of having a very specific plan. Once everything is set up, the process really is set and forget. We have 2 simple goals: to retire “on time” with our goal retirement funds behind us; and to continue investing to support our income goals. Both of them are on track!

I give them my highest recommendation!!!

I have found Rob and his team exceptionally insightful and valuable in their down-to-earth and strategic advice over the past 13 years — and they keep getting better and better. I give them my highest recommendation!!!

We unreservedly recommend Rob McGregor and his team.

Rob has successfully managed the transition from our working lives to us becoming comfortably retired. During our over a decade long association as clients, Rob and his team presented a thoroughly professional, optimistic and supportive program on behalf of his efforts to represent us.

I always feel reassured after meeting with you.

Thank you for your honesty and for giving me faith and trust in my happy financial future.

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