Andrew Lee, CFP, B.Comm (Hons.)
I take pleasure in helping people achieve their dreams and goals by providing financial planning that is clear, proven and tailored to their individual needs. I aim to deliver the best service possible by understanding each client is unique and important, and by utilizing specialized industry expertise. Our team provides personalized financial planning that is concise and meets your needs.
I began my career in the financial services industry with London Life in 2001. I quickly learned how the use of financial instruments can help individuals and families grow, while also staying protected. I joined Financial Heights in 2009 and have benefited from Grant Page’s industry experience and expertise. I am also continually upgrading my knowledge to stay on top of an ever-changing financial environment.
When I get together with family and friends, we usually can be found doing something active. I am a huge fan of most sports and support our local teams, the Winnipeg Jets and Blue Bombers.