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.
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.
Services
We are a team who devote ourselves to provide the best client experience each time we come in contact with our valued clients. 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).
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).
Principle Centered Financial Services Inc. is focused on providing you sound financial solutions to your current needs. Below are a few of Winson's seminar presentations. Retirement Home - At this first stage of assisted living, a person is still active and can do most things. It is not paid by government but by the person going there.
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