With 10+ years of experience in the finance industry, Jeff brings a strong expertise in tax planning and wealth management. He strives to provide relevant advice to all his clients and to simplify financial decision making. While there are many strategies in the world of finance, Jeff is well versed in evidence based planning and identifies which strategy is best suited for your individual situation.

Prior to becoming a Financial Advisor, Jeff worked at the Canada Revenue Agency. He gained insightful knowledge on the intricacies on the Canadian tax system and was able to see how successful people setup their accounts while avoiding common mistakes. Jeff graduated at University of Calgary with a BSc: Kinesiology – Biomechanics. While this degree may not directly relate to finance, he often relates his financial plans to financial health and often provides a different perspective in a persons well being.

When not working, Jeff enjoys playing volleyball, beach volleyball, golfing, snowboarding and almost every other sport. He has coached, trained, and played with national level volleyball players and is happily married to his wife, Brianne.

Jeff Lee, BSc
Financial Advisor