Edward Lee - The Client Comes First

The client, their family, and their total wealth needs are the foundation of our approach.

Edward’s beliefs serve as the cornerstone for his commitment to managing his clients’ unique and often complex wealth needs, helping them prepare for significant life events and planning for the tax-efficient transfer of wealth within their family and/or business.

By serving as a trusted advisor and confidante for each client, Edward’s commitment is to provide the following:

Thoughtful and personal interaction to understand every client’s unique situation and corresponding needs, both financial and emotional.
A client/advisor partnership designed to provide comfort and confidence to investors, while also helping them reach their long-term financial, lifestyle and estate goals.
Delivery of a customized and easy-to-understand wealth and investment plan, which charts the path to satisfy the client’s long-term goals.
Effective implementation of each client’s wealth and investment plan by leveraging the significant scale and expertise of RBC and our specialists.
A customized approach to communication with each client, which delivers timely and relevant information pertaining to their wealth goals.

The client comes first