Ben Lee

Ben Lee Email and Phone Number

Principal @ ZLC FINANCIAL
Canada
Ben Lee's Location
Canada, Canada
About Ben Lee

Ben Lee is a Principal at ZLC FINANCIAL. They is proficient in Chinese (cantonese) and English. Colleagues describe them as "Ben is a knowledgable and very capable financial advisor and business partner. He puts emphasis on the needs of his customers before his own and delivers great results. Very personable, humorous, and an extreme pleasure to work with. He has shown attention to great detail and a shares a vision of the big picture when working with his client. I highly recommend Ben as a service provider and business partner in all aspects." and "Ben is a personable advisor. He sincerely listens and evaluates his clients' needs before proposing any financial investment. He will not force nor push a portfolio for business gains. Instead, he genuinely respects the clients' decisions and consents as he unbiasedly guides them through the pros and cons of any portfolio. His professionalism and approachabilility creates a trust and bond between his clients and him."

Ben Lee's Current Company Details
ZLC FINANCIAL

Zlc Financial

View
Principal
Canada
Website:
zlc.net
Employees:
58
Ben Lee Work Experience Details
  • Zlc Financial
    Principal
    Zlc Financial
    Canada
  • Zlc Financial
    Associate
    Zlc Financial May 2019 - Present
    Vancouver, Canada Area
    Helping high net worth individuals and business owners to effectively manage their wealth with special focuses on life insurance, investment selection, and employee benefits.
  • Monarch Wealth Corporation
    Financial Advisor
    Monarch Wealth Corporation Sep 2020 - Present
  • Aviso Wealth
    Account Executive
    Aviso Wealth Oct 2019 - Aug 2020
  • Portfolio Strategies, Inc.
    Account Executive
    Portfolio Strategies, Inc. Jan 2014 - May 2019
    Portfolio Strategies Corp. provides all of my Mutual Fund and Exempt Product offerings.
  • Elite Wealth Management Inc.
    Sales Director
    Elite Wealth Management Inc. Oct 2012 - May 2019
    Elite Wealth Management Inc. provides all of my Segregated Funds and Insurance products.Actively manage over a team of financial advisors and oversee their practices. Providing support and discipline when needed, come up with strategies that's sensitive to the current tax and market conditions.
  • Elite Wealth Management Inc.
    Financial Advisor
    Elite Wealth Management Inc. Apr 2007 - Oct 2012
    Richmond
    Provided financial services to clients with customized financial strategies and planning efforts.
  • Elite Wealth Management Inc.
    Chief Marketing Officer
    Elite Wealth Management Inc. Jun 2009 - Jan 2012
    Help to create and maintain the company image through critical branding channels such as website, stationery, radio and television broadcast and others.

Frequently Asked Questions about Ben Lee

What company does Ben Lee work for?

Ben Lee works for Zlc Financial

What is Ben Lee's role at the current company?

Ben Lee's current role is Principal.

Who are Ben Lee's colleagues?

Ben Lee's colleagues are Hilda Mashayekh, Deanna C., Aeronn Zlotnik, Mary Oishi, Rhea Branzuela, Marty Zlotnik, Azar Pourdad.

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