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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. |
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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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E-Zine
is published monthly with an
in-depth
market overview each quarter |
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Enjoy
a free complimentary lunch with Winson and
obtain a second opinion
on your
financial planning |
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| By providing your e-mail
address you provide us with your express
consent to send you electronic
communications in relation to your
finances/ investments that may be of
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