We are a team who devote ourselves to provide the best client experience each time we come in contact with our valued clients.  As one well prepared team, we partner with Canadian Families and Business to help build their financial peace of mind
Advisory Team
Winson Lee, CFP, CLU, CPCA  (Principle)
  • Winson began his financial services career in 1990 when he joined Canada Life in Edmonton.  In 2000, Winson formed Principle Centered Financial Services Inc. and now has a team of two Associate Advisors and two Administration Staff members working along side him assisting clients in wealth planning and making informed financial decisions.  Winson is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and a Certified Professional Consultant on Aging (CPCA). 
Scott Pollock, CFP  (Associate Advisor)
  • Scott graduated fron NAIT in 2000 and then studied independently for his life insurance license which he completed in 2005.  He was then introduced to Winson as a financial mentor.  Winson provided him guidance on the workings of the financial service industry and insight to client's needs.  Scott continued to further his skills and achieved his Certified Financial Planner (CFP) designation in 2010 and his Certified Health Insurance Specialist (CHS) designation in 2012.
Jeremy Kwok, CFP  (Associate Advisor)
  • Jeremy started his path onto finance by completing four years of education and hands on training to achieve his Bachelor of Applied Finance Degree.  He then joined our team in 2008 and achieved his Certified Financial Planner (CFP) designation two years after working in the industry, making him one of the youngest Financial Planners to accomplish this.  Jeremy specializes in creating comprehensive financial plans simple enough for his clients to understand. 

Administration Team
Nerissa Popal  (Office Administrator)
  • Our high energy, enthusiastic Marketing Assistant has worked with Principle Centered Financial Services since 2001.  Nerissa has worked as an Administrative and Marketing Assistant for two other major financial service firms.  She is one of the most experienced and most knowledgeable assistants in the financial service industry.
Rachel Jeffcoat  (Office Staff)
  • Our newest member is a versatile person who can fit into many roles.  Rachel started working in the financial service industry in 2007 where she was an Administrative Assistant doing filing and data entry.  In June 2013, Rachel joined our team as an Administrative and Marketing Assistant and has been learning under the guidance of Nerissa.

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