Adam Lee Financial
Adam Lee Financial is currently operating in three locations; Treherne, Portage La Prairie, and Winnipeg, offering such products as GIC’s, mutual funds, segregated funds, and insurance.
We have combined our expertise in the investment world with in-depth tax knowledge to tailor unique solutions to a variety of client needs.
Adam Lee Financial has successfully completed a succession plan whereby advisors are being mentored to become experts in the important art of planning. Taxation has become an integral part of our business as reduction in taxes means an increase in the overall estate.
The principals of Adam Lee Financial came together in 1997 with different strengths which have been tailored to provide expertise not easily accessible with other firms. With experience dating back to 1969, and the development of tax preparation since 1982, client needs are met from all perspectives. This, combined with complex market analysis and understanding, gives Adam Lee Financial an edge over our competition.
Our pledge to you, our client, is a conservative approach based on your tolerances for your benefit. Thank you for allowing us to assist you in building a roadmap of your financial requirements dating well into the future.