Alex and his team know the importance of listening to you and understanding your unique situation and will work with you to bring your vision to life.

Who Alex and His Team Work With

Our services are designed for individuals, families, businesses and organizations that require professional assistance managing their wealth;

  • Retirees who are looking for better cash flow and tax-efficient income, while protecting their financial security.
  • Successful professionals who want to enhance long-term growth of their investment assets with consistency and stability.
  • Well-established families seeking professional advice on transferring wealth to the next generation in a tax-efficient manner.
  • Business owners who are looking for help in managing and protecting their personal and business assets.
  • Corporations, foundations, and not-for-profit organizations that require conservative investment strategies for the protection of their assets and endowments.

Alex and his team focus on developing trusting relationships and partnerships with clients, and assisting them in managing their financial affairs through a disciplined and strategic approach.

The Team's reputation is based on trust, integrity, consistency and solid investment results. Contact alex.lee@rbc.com or at (416) 289-5771 for a complimentary consultation or to receive regular market/strategy email updates.

Alex Lee, PFP

Senior Portfolio Manager & Wealth Advisor

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With busy careers, lifestyles and family commitments, it is difficult for investors to find the time to manage their finances. Developing the knowledge needed to understand financial markets, taxation and retirement planning is even more time consuming. This is why many investors turn to an advisor to help simplify their lives and achieve their financial goals.

RBC Family Office Services: Our approach

Find out how our holistic approach to wealth management could help you reach your financial goals. From tax strategies to investment management, our team of highly-skilled specialists can meet your personal and professional needs.