Andrew Lee, CPA, CA

Investment & Wealth Advisor

905-738-4908 | Email me
647-234-2882


I am genuinely interested in my clients' success, both personally and financially. As an Investment Advisor, my job is to provide a holistic approach to your wealth management needs, everything from assessing your retirement planning, to evaluating your insurance needs, to ensuring tax efficiency of your investment portfolio. I do this by identifying your goals, and creating a custom plan that will help achieve them. The result is a strong and trusted relationship, where my clients are comfortable with their financial strategy.
 
Born and raised in the Greater Toronto Area, I have spent years harnessing diverse knowledge and broad experience to ensure a well-rounded approach to client's needs. As a graduate of the University of Waterloo, I received both a Bachelor of Arts and a Masters of Accounting (MAcc), before obtaining my Chartered Accountant (CA) designation. I am dedicated to continuing education and ensuring my knowledge of the financial markets are current and up to date.

I have had the opportunity to gain diverse knowledge with over 10 years of broad experience, including previous positions in corporate tax consultancy, global equity research and risk management, to develop Comprehensive Wealth Management solutions for my clients. This breadth of experience, expertise and credentials help ensure sound advice, expert execution and peace of mind for my clients with diverse and complex wealth management needs.

I am enthusiastic and passionate about what I do, and the clients I do it for. If you know someone who could benefit from my services, I welcome and appreciate your referrals. In addition to assisting with your friends and family's investment needs, I partner with RBC Financial Group to provide services to meet your credit and banking needs.

Ayda Nabavi

Associate

905-738-2583 | Email me