Our Diligent Process
Here at Joe Lee's Wealth Management, we don't just invest your hard-earned money.
We ensure your overall financial well-being is protected even after your passing to ensure your loved ones are taken care of.
One of many benefits of RBC Dominion Securities is our world-class resources such as, but not limited to:
- Leading economic industry analysis by RBC Economics
- Investment expertise through RBC Global Asset Management
- Portfolio advice & investment research from RBC Capital Market, JP Morgan Securities Inc., Morningstar, Fundstrat and Veritas Investment Research Co.
- Wealth advisory services, a centralized team of diverse wealth experts to help with your tax, estate, business, retirement and insurance/risk planning to ensure every aspect of your financial well-being is looked after by professionals with several years of experience
For more detailed information regarding our team's expertise, please head over to About Us
Joe will be your first point of contact and will guide you through every step.
Your wealth management team will continuously look after your portfolio and any other financial planning aspects and work with the vast network of professionals at RBC to bring you a solid financial plan you can rely on.
It all starts with a simple meeting to understand YOUR needs and wants. What you want to get out of our services.
Identify any obstacles you might encounter as you progress through your professional or personal life and advise what can be done to mitigate or avoid certain risks.
We then create a custom-tailored financial plan to ensure you feel safe and comfortable using your assets to meet your goals.
Joe and his team will implement the proposal once you give the green light and update you as it progresses.
It will allow you to focus your time on what matters to you, such as your family, business or professional career.
"Time is Money"
-Benjamin Franklin, One of Founding Fathers of USA-
