Lawrence Lee

CFP, STI, FMA, FCSI, CLU, EPC

Mutual fund representative 1 Insurance representative

Investia - 3151 Main, Vancouver

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RRIF, LIF and Annuities

Several income options are available to you at retirement age.

About me

I immigrated from Hong Kong and have been in the financial planning business over twenty years in Canada. Operating out of two offices, in Edmonton and Vancouver, I personally have over 70 million assets under management. My mandate is to provide high-quality client-centred financial care. I have FCSI, FMA, STI, CFP, CLU, EPC and PCSG designations and continually engage in professional development, to provide more comprehensive advice and services to my clients. I am a lifelong learner and enjoys my prospective studies at a leisurely pace. After completing a master of Christian Studies and Doctor of Ministry with the Graduate Theological Foundation, I enrolled in the Master of Divinity at Ambrose University. I am also involved with other ministries, served as Director at Canada Chinese Christian Winter Conference, OnTrack Leadership Institution, Morning Star Montessori Centre, as well as Chinese Christian Ministry.

A complete service offer to answer your needs

Savings and retirement

Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.

Insurance

Because your needs change over time, I am committed to being there with you to propose the best coverage options based on your needs and your priorities.

  • Life Insurance (universal, whole, term)
  • Travel Insurance
  • Group Life Insurance
  • Health and Dental Insurance
  • Guaranteed Issue Life Insurance
  • Living Benefits (critical illness, disability, long-term care)
  • Annuities
  • Segregated Funds

Why work with a representative?

A representative helps you make the best choices based on your reality and your needs. A representative also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of a representative, you will:

  • Earn more money and learn where and when to invest
  • Receive a personalized financial plan that will help you achieve your objectives
  • Avoid flavours of the month and investment mistakes related to influences from the media and the people around you
  • Be able to weigh the pros and cons in terms of investments based on your investor profile and risk tolerance
  • Save time and enough money to carry out your projects
Learn more about the value of a representative
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CLIENT PORTAL

Direct Access to your Investments and our Advice

Stay up-to-date on the progress of your investments, access to detailed information on your investments and contact your representative easily and quickly.

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Economic news with Sébastien Mc Mahon and his team

Clément has been Senior Vice-President, Investments and Chief Economist at iA Financial Group. In addition to being the Group’s spokesperson on economic matters, he is also the chair of the asset allocation committee and responsible for managing the company's diversified funds. He serves as the company’s spokesperson on economic matters.

1 With Investia Financial Services Inc.