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Justin Lee
Justin spent over twelve years working in the energy industry as a professional engineer in a variety of technical and financial roles. This experience has deeply influenced how he advises his clients, encouraging mindful diversification away from any single industry or geography. He has intimate understanding of the modern challenges and opportunities facing young professionals and the significant life events that occur along the way. He is dedicated to balancing his clients’ current needs with their aspirations for the future.
Contact:I support these types of investment needs:
- Holistic Wealth Management
- Wealth Creation
- Comprehensive Financial Planning
- Tax Planning
- Insurance Solutions
- Managed Portfolio Solutions
julee@cgf.com
403.508.3895
800.818.4119 (Toll Free Canada)
Fax: 403.508.3823
https://www.linkedin.com/in/justinjulee/
P.Eng.
- Calgary
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The information in this portion of the web site is intended for use by persons resident in Canada only. Canaccord Genuity Wealth Management is a division of Canaccord Genuity Corp., Member - Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. Independent Wealth Management advisors are registered with CIRO through Canaccord Genuity Corp. and operate as agents of Canaccord Genuity Corp.