Lee has been providing Wealth Management advice to her clients since entering the investment industry in 1996. In recognition of her success in helping her clients achieve their financial goals through a disciplined planning approach, Lee has been appointed a Vice President of RBC Dominion Securities and has been a member of the Director's Council and Executive Council since 2005.
After graduating from the MBA program at Queen's University, Lee worked for over a decade as a business analyst with a large multinational corporation. Since beginning her career at RBC Dominion Securities Lee has continued to focus on education and has earned the Financial Management Advisor designation from the Canadian Securities Institute. As an Investment Advisor, Lee's focus is on helping clients determine their needs and recommending appropriate wealth management solutions.
In addition to working for RBC Dominion Securities as an Investment Advisor, Kingston residents may remember Lee as the Financial Reporter for the CKWS Evening News. Lee puts a great deal of effort into helping her community, including fundraising for charitable interests and supporting the performing arts. She has served on the Board of Directors for Almost Home. As Chair of Operation Leo's Share committee she helped raise over $100,000 for the Kingston General Hospital Foundation. Lee is also involved with the Queen's University Alumni Association and is a strong supporter of the United Way.
