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Ben Lee Email & Phone Number

Principal at ZLC FINANCIAL
Location: Canada 8 work roles
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✓ Verified August 2026 2 data sources Profile completeness 71%

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Current company
Role
Principal
Location
Canada
Company size

Who is Ben Lee? Overview

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Quick answer

Ben Lee is listed as Principal at ZLC FINANCIAL, a with 58 employees, based in Canada. AeroLeads shows a matched LinkedIn profile for Ben Lee.

Ben Lee previously worked as Associate at Zlc Financial and Financial Advisor at Monarch Wealth Corporation.

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Email format at ZLC FINANCIAL

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ZLC FINANCIAL

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Profile bio

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."

Current workplace

Ben Lee's current company

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ZLC FINANCIAL
Zlc Financial
Principal
Canada
Website
Employees
58
AeroLeads page
8 roles

Ben Lee work experience

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Associate

Current

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.

May 2019 - Present

Financial Advisor

Current
Monarch Wealth Corporation
Sep 2020 - Present

Account Executive

Portfolio Strategies Corp. provides all of my Mutual Fund and Exempt Product offerings.

Jan 2014 - May 2019

Sales Director

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.

Oct 2012 - May 2019

Financial Advisor

Elite Wealth Management Inc.

Richmond

Provided financial services to clients with customized financial strategies and planning efforts.

Apr 2007 - Oct 2012

Chief Marketing Officer

Help to create and maintain the company image through critical branding channels such as website, stationery, radio and television broadcast and others.

Jun 2009 - Jan 2012
Team & coworkers

Colleagues at ZLC FINANCIAL

Other employees you can reach at zlc.net. View company contacts for 58 employees →

FAQ

Frequently asked questions about Ben Lee

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What company does Ben Lee work for?

Ben Lee works for ZLC FINANCIAL.

What is Ben Lee's role at ZLC FINANCIAL?

Ben Lee is listed as Principal at ZLC FINANCIAL.

Where is Ben Lee based?

Ben Lee is based in Canada while working with ZLC FINANCIAL.

What companies has Ben Lee worked for?

Ben Lee has worked for Zlc Financial, Monarch Wealth Corporation, Aviso Wealth, Portfolio Strategies, Inc., and Elite Wealth Management Inc..

Who are Ben Lee's colleagues at ZLC FINANCIAL?

Ben Lee's colleagues at ZLC FINANCIAL include Suzanne Ledyard, Brent Davis, Vilayphone (Violet) Smith, Mary Oishi, and Azar Pourdad.

How can I contact Ben Lee?

You can use AeroLeads to view verified contact signals for Ben Lee at ZLC FINANCIAL, including work email, phone, and LinkedIn data when available.

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