Lee has been providing exceptional service to his clients since entering the investment industry in 1991. A commitment to providing his clients with the most professional money management service is why his clients place their trust and faith in him.
Lee's background in business includes advanced knowledge and continued education and experience in estate planning, insurance, derivatives, and investment management. 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 his family live in Thornhill, Ontario.