Our Team
Comprised of some of Western Canada's foremost financial experts, our team brings the experience and know-how to innovate on existing trends and deliver results.
Melissa Lee
Financial Advisor
Melissa was born in Hong Kong and migrated to Toronto, Canada. She studied at Carleton University with a Bachelor of Commerce and graduated with honors. After her graduation, she returned to Hong Kong and started her career in the field of Education and Vocational training. She also obtained a Master of Education and then moved back to Canada in 2011. She joined the financial field since 2011 and now specialize in helping new immigrants, retirees and young families to achieve financial goals.
Melissa speaks fluent Cantonese, English, and she has fair management of Mandarin. Her focus is working with the Cantonese and English-speaking working class who want to diversify their investment portfolio and seek tax planning strategies. She also serves retirees that are looking to obtain a passive income.
In addition to all of her knowledge and expertise, Melissa participates in an annual charity running event to support the Learning Buddies Network. She enjoys traveling, biking, and playing badminton, and she is very interested in health and wellness issues.
She has a very extensive family (half a dozen nieces and nephews) and personally enjoys her freedom by herself. Her ultimate goal is to achieve financial freedom, and she is a vehement believer that knowledge is power.
Melissa speaks fluent Cantonese, English, and she has fair management of Mandarin. Her focus is working with the Cantonese and English-speaking working class who want to diversify their investment portfolio and seek tax planning strategies. She also serves retirees that are looking to obtain a passive income.
In addition to all of her knowledge and expertise, Melissa participates in an annual charity running event to support the Learning Buddies Network. She enjoys traveling, biking, and playing badminton, and she is very interested in health and wellness issues.
She has a very extensive family (half a dozen nieces and nephews) and personally enjoys her freedom by herself. Her ultimate goal is to achieve financial freedom, and she is a vehement believer that knowledge is power.
