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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


 

Our approach is different.  Because our clients are different.

What is most important to you?  
 
Your Investment Advisor will tailor a solution specifically for you, to maximize opportunities and mitigate potential challenges down the road.  We apply disciplined, holistic, transparent and independent guidance, maintaining open and regular collaborative lines of communication, listening to you, and keeping you informed.
 
Your Investment Advisor and their specialized team of experts are here to understand your life priorities and deliver on our commitment to:
  • Assess your financial goals and level of risk tolerance
  • Develop a strategic and effective in-depth plan based on your current financial picture
  • Put your customized investment plan into action, monitoring its progress over both the short and long term, with a responsibility to keep you informed based on your needs
  • Meet at your desired frequency to review your portfolio, re-evaluate and re-balance where necessary to achieve meaningful performance