Nancy Lee

Mutual fund representative 1 Insurance representative

Investia - Vancouver West Georgia

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RRIF, LIF and Annuities

Several income options are available to you at retirement age.

About me

I am the face of Plumtree Wealth Strategies and the quarterback of all things financial. With a background as a registered dietician, a yoga instructor and a volunteer marathon training coach, I believe in empowering you through financial education and in balancing all areas life. I enjoy getting to the heart of what individuals, families and businesses care about and value. Prior to entering the financial world, I spent 15+ years in pharmaceutical sales and entrepreneurial ventures with roles in management, sales, marketing, training and business development. I am an active community volunteer at my local church, a world traveller and a student of meditation and black belt karate. I am a 2019 CFP Candidate, Investment Fund Advisor with Investia Financial Services Inc. and an Insurance Advisor through Customplan Financial Services.

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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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.