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Gee On Lee

Investment Advisor

Tel: 604-443-1595

Gee On Lee
Michelle Hou

Address
885 West Georgia Street
18th Floor
Vancouver, BC
V6C 3E8
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What Should You Expect from Us? 

Beyond customized portfolio management – the inherent skill sets of asset allocation and balancing risk against reward.  You can expect a comprehensive financial roadmap through ongoing, strategic and practical advice that’s rooted in experience, discipline, and an eye on your short- and long-term objectives.  
 

A Full Spectrum of Advice

Wealth Management

Holistic, unbiased stewardship of your complete financial picture - Financial & Retirement Planning, Investment Management, Estate Planning, Insurance and Philanthropy
  • Financial & Tax Planning
    To ensure your financial plan is efficient, and your tax liability minimzed
  • Retirement Planning
    Comprehensive solutions to help you accomplish your aspirations for a successful and fulfilling retirement
  • Investment Management
    • Goal-Setting
      Clear, consistent priorities, followed by regular monitoring, review and assessment
    • Risk Management
      Identification, measurement and mitigation of investment risks, according to your risk tolerance parameters, to best preserve and grow capital
    • Advice
      Informed, ongoing guidance to keep you on track to achieve your financial goals
    • Discipline
      Unwavering focus on your long-term objectives to prevent the emotional ups and downs of investing
    • Education
      Information and resources to help you participate in - and maintain ownership of - your financial future
    • Meetings
      Ongoing touch points based on your personal needs - meetings, phone calls, email correspondance, etc
    • Research
      From industry trends to the specific macro- and micro economics factors that impact your individual financial plan, we keep your informed the right investment strategies to meet your needs
  • Estate Planning
    An effective action plan to ensure that your wishes are secured
  • Insurance Consulting
    Recommendations to maintain and protect your financial stability, including Segregated Funds, Annuities, Disability, Critical Illness and Long-Term Care
  • Referrals
    Professional services alliances, designed to connect you with a network of independent experts, including Accountants, Lawyers, Lenders and Insurance Experts
An Investment Advisor can help you achieve your financial goals.  Contact us today.