Lee has been providing concierge service for clients since entering the investment industry in 1991. Lee best helps family's, professionals, business owners, and retirees customize their own Wealth Management plan. A commitment to providing clients with a Comprehensive Wealth Management offering is why clients place their trust and faith in Lee.
Lee's background in business and economics, plus advanced knowledge and continued education in estate planning, tax reduction planning, insurance, and Wealth Management provide you and your family a trusted and experienced solution.
Lee's qualifications also include the prestigious CIM, or Chartered Investment Management designation, which is a portfolio management credential. Lee has also obtained the FCSI designation, which is a Fellow Of The Canadian Securities Institute. FCSI graduates meet some of the most demanding requirements in Canadian financial services.
Lee's "value approach" to investing lies in his belief in customizing a world-class, predominately dividend paying, equity portfolio for his clients. This strategy, complimented with higher yielding fixed income securities, bodes well for his clients who desire capital preservation firstly!
Lee's diverse background includes extensive travel throughout Australia, Europe, and the Far East, where he took time off in 1992 to teach conversational English to Japanese engineering students. Happily married since 1998, Lee and Aviva have three children and live in Thornhill, Ontario.