Bringing Institutional Rigor to Retail Investors

Investors need a home for their often complex wealth management needs. A home that provides a solid foundation based on investment discipline, extensive experience, and effective communication. 

Once found, this home can deliver the results required to meet their investment and overall wealth goals while reducing the emotional stress that often accompanies the management of personal and business related wealth management.

Edward Lee is well equipped to build that home for his investor clients. 

Edward has worked in the investment industry in Toronto’s downtown core for 23 years, 15 of which have been spent in senior management and leadership roles with large institutional and retail investment management firms.

His extensive experience managing the complex needs of multi-billion dollar relationships provides him with the unique skill set, and perspective, to bring institutional investment management rigor to business and individual investors and their often complex wealth planning needs.

By relying on his core values, extensive RBC resources, and partnering closely with his clients, Edward strives to reduce the emotional aspects of his client’s wealth management experience by charting a clear and comprehensive path to reaching their financial goals.

Edward Lee

Edward Lee, CIM, MBA

Investment Advisor

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