Bee Lee Email & Phone Number

I am a Financial Advisor with expertise in working with Business Owners & Professionals on Financial Freedom & Retirement Planning which includes investing in cash-generating assets, effectively reducing debt, insurance, tax strategies, estate plans, and more. I also specialize in cross-border wealth management solutions to Americans living in Canada and Canadians living in the United States.I have developed expertise in using tax strategies to expedite retirement plans and leveraging strategies that are often overlooked. I focus on helping families and individuals invest and prepare for the future.Have you thought about the following:►If you stopped working today, would you or your corporation generate enough income to live on?►Have you recently assessed your portfolio to see how it would perform if we were to face another market downturn?►When it comes to retirement have you gone over the best and worst case scenarios in order to retire comfortably and maintain your desired lifestyle?►Are you currently on the path to retiring on time?These are some of the many challenges that I can help you overcome.Saving for education, saving for retirement, financially caring for minor or disabled children (through income-generating investments, trusts, and registered plans), dealing with big life changes like divorce, tax-efficient investing, and Will, estate, and insurance planning. – and I will provide you with a personalized plan to guide you to your financial finish line.If you need help with this, please reach out to me directly here on LinkedIn or email me at bee.lee@raymondjames.ca or call me at 519-707-0065.Learn more by visiting our website:www.blaprivatewealth.caSocial Media Disclaimer: http://bit.ly/zuQyjO/*********/http://bit.ly/1nspoNnhttps://bit.ly/3UPdtxV

Listed skills include Asset Allocation, Mutual Funds, Retirement Planning, Wealth Management, and 17 others.