We are a team who devote ourselves to providing the best client experience each time we come in contact with our valued clients.  We help assist you to the financial destination of your choosing.  It is essential that we know where you are headed.

Winson Lee works with tried and true principles of financial planning.  His work entails four major categories; Risk management - personal insurance, disability, critical illness and overhead protection;  Financial Planning - budgeting, cash flow management, lease vs buy analysis and the efficiency frontier;  Wealth accumulation - segregated funds, RRSP, RRIF, LIF and annuities;  Estate Planning, business succession - to plan for the most advantageous and tax efficient transfer of wealth to the next generation.

 

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