Nancy Lee

Mutual fund representative 1

Insurance representative

Investia - Vancouver West Georgia

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RRIF and LIF

Several income options are available to you at retirement age.

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About me

I am the face of Plumtree Wealth Strategies and the quarterback of all things financial. With a background as a registered dietitian, a yoga instructor, and a volunteer marathon training coach, I believe in empowering you through financial education and in balancing all areas of your 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 over 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 a black belt in karate. I am a CFP candidate, an investment fund advisor with Investia Financial Services Inc., an insurance advisor with Customplan Financial Advisors, and a student of life. I look forward to meeting you and hearing your story.
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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.

Why work with an advisor?

An advisor helps you make the best choices based on your reality and your needs. An advisor also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of an advisor, 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
The value of an advisor

Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.

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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 about your accounts and see if you are on track reach your goals.

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Economic News with S├ębastien Mc Mahon

Sébastien Mc Mahon 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.