Money is the fuel for living the life you want, and it's our goal to help you achieve that life. At Adam Lee Financial we are committed to providing financial solutions to help Canadian investors of all levels achieve security and peace of mind at every stage of their lives. Recognizing that decisions made today affect outcomes well into the future, our experienced advisors will guide you step-by-step toward your unique financial goals.
We pride ourselves in offering sound, honest, financial advice based on education, knowledge and experience. Whatever your stage in life, we can help you feel financially assured with a variety of financial products and services to meet your specific needs.
We pride ourselves in offering sound, honest, financial advice based on education, knowledge and experience. Whatever your stage in life, we can help you feel financially assured with a variety of financial products and services to meet your specific needs.
Services
Markets are continually changing and understanding how or if it affects you can be overwhelming. That's why the value of financial advice is more important now than ever before. We aim to help simplify your goals, giving you added confidence in your financial decisions - now and in the future. It's not what we have in life, but who we have that matters.
As we face an uncertain road ahead, let's take a look back at history's most recent bull and bear markets in this info-graphic timeline. How you'll spend in retirement can typically be captured in an illustration known as the "retirement spending smile." Learn more with this informative illustration!
Deadline to contribute to an RRSP for the 2019 tax year (including Home Buyers' Plan/Lifelong Learning Plan repayments). Manulife Mobile is the only app you need to manage your Group Benefits and Group Retirement plans with Manulife. Start earning a high interest rate on all your money with a combined chequing and savings account.
While our efforts will be focused on helping you achieve your objectives, our ultimate goal is for you to surpass them. After all, you're investing time, money and energy into working with us, and we want to make sure you're getting maximum value out of our relationship. Throughout our time together, we'll be constantly looking for new ways to get you closer to where you want to be.
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