Financial Advisor / Partner
Lee can take your financial anxiety away. That’s what a good financial advisor is for, taking away that burden and replacing it with security. He’s been helping people like you identify their financial goals for over 25 years. In that amount of time, you learn a lot about people and what they need to feel like when they are truly on the path to financial success. Lee tailors your financial plan to your personality and lifestyle by actually getting to know you in meaningful conversations.
Conversations with Lee don’t have to be totally about stocks, bonds, and global economics though. He’s not some mind-numbing human calculator. He’s a real human! When his bearded face isn’t buried in a spreadsheet, Lee is passionate about music, hockey, and cooking fancy meals for his family. Make sure to ask for his Bordenaise recipe. Lee can keep you happily fed and financially secure.
* This individual is registered with Portfolio Strategies Corporation.
