Skip Navigation

Gee On Lee

Investment Advisor

Tel: 604-221-3790

Gee On Lee
Michelle Hou

Address
885 West Georgia Street
18th Floor
Vancouver, BC
V6C 3E8
Map

Other Locations

2142 Western Parkway
Suite 105
Vancouver, BC
V6T 1V6

Contact Me

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.