Felicia Lee

Felicia Lee Email and Phone Number

Financially smart strategies for healthcare clinic owners, business owners, incorporated professionals & their families. @ Clarity Planning Inc.
Felicia Lee's Location
Greater Vancouver Metropolitan Area, Canada
Felicia Lee's Contact Details

Felicia Lee personal email

Felicia Lee phone numbers

About Felicia Lee

I’m usually not someone’s first financial planner. People come see me when they need to graduate to the next level of financial planning.I got into financial planning because I noticed that as my client’s businesses or practices grew and they were working harder, they weren’t sure they were gaining ground financially to meet the future that they see for themselves.My approach to financial planning may look different from your typical financial planner, for starters, my insight as a business coach and my tested ability to navigate the complexities of growing a business or practice is married with financial planning competencies.My left brain is trained to analyze, evaluate, and create solutions while my right brain is seasoned from years of coaching to help you clarify and navigate to the big picture.

Felicia Lee's Current Company Details
Clarity Planning Inc.

Clarity Planning Inc.

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Financially smart strategies for healthcare clinic owners, business owners, incorporated professionals & their families.
Felicia Lee Work Experience Details
  • Clarity Planning Inc.
    President
    Clarity Planning Inc. Jan 2021 - Present
    Vancouver, British Columbia, Canada
    Providing financial insights and direction for business and life. Serving business owners, incorporated professionals, healthcare practitioners, and their families.
  • Leoganda Financial & Insurance Services Inc.
    Partner, Estate Planning, Retirement & Insurance Advisor
    Leoganda Financial & Insurance Services Inc. Jul 2015 - Jan 2021
    Richmond, Bc
    We work with business owners and professionals and their families in providing financial, insurance, retirement, estate, and business continuation planning.
  • Candeo Business Coaching
    Founder
    Candeo Business Coaching Nov 2009 - Jul 2015
    Business Development Coach/Trainer specializing in: - business development systems to achieve predictable growth - niche market development to enter new markets and channels - business and operations systems to create infrastructure for growth - licensing as a means to grow and scale business model
  • Sky Capital Group Inc.
    Managing Director
    Sky Capital Group Inc. Oct 2013 - Jun 2015
    Vancouver, Canada Area
    SKY Capital Group is a leading M&A advisory firm focused on helping Chinese capital deploy in Canada through investing in business targets across industries. At the same time, we help to "stage" Canadian businesses so that they become exit-ready or prime for equity investments.http://www.skycapitalgroup.ca
  • Ewomennetwork
    Executive Managing Director - Vancouver, British Columbia Chapter
    Ewomennetwork Mar 2013 - Apr 2015
    Vancouver, Canada Area
    Supporting women entrepreneurs to grow their businesses through: - exposure to markets locally and throughout North America of over 118 chapters - access to experts, resources, and systems to support business growth - strategic business introductions and connections
  • Langara College
    Instructor/Business Advisor, Self Employment Program
    Langara College Sep 2010 - Jun 2013
    Instructing and advising students on business start-up
  • Telus
    Sr Product Manager
    Telus Jan 2007 - Jan 2010
    - Product Life Cycle Management- New Product/Service Introduction
  • Telus
    Manager - Data/Ip Services
    Telus Mar 2005 - Jan 2007
    - New Product/Service Development- Technology Evaluation and Standardization
  • Telus
    Engineer
    Telus Jun 1999 - Mar 2005
    - Data/IP Technology Evaluation and Standardization for Operations- Data/IP Systems Lifecycle Management

Felicia Lee Skills

Entrepreneurship Start Ups Strategy Business Development Leadership Strategic Planning Coaching Marketing Strategy Small Business Marketing Management Business Strategy Social Media Marketing Public Speaking E Commerce Sales Strategic Partnerships Crm Business Training Social Media Consulting Social Networking Leadership Development Online Advertising Marketing Communications Online Marketing Business Coaching Team Building Team Leadership Lead Generation Organizational Development Business Planning Licensing Business Modeling Networking Executive Coaching Management Consulting Business Development Strategies Sales Process Competitive Analysis New Business Development Workshop Facilitation Business Advice Sales Force Development Time Management Sales Systems Licensing Business Models Entrepreneur Increasing Revenue

Felicia Lee Education Details

Frequently Asked Questions about Felicia Lee

What company does Felicia Lee work for?

Felicia Lee works for Clarity Planning Inc.

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

Felicia Lee's current role is Financially smart strategies for healthcare clinic owners, business owners, incorporated professionals & their families..

What is Felicia Lee's email address?

Felicia Lee's email address is fl****@****ail.com

What is Felicia Lee's direct phone number?

Felicia Lee's direct phone number is +177898*****

What schools did Felicia Lee attend?

Felicia Lee attended The University Of British Columbia, University Of British Columbia, Royal Roads University, Erickson Coaching International, Erickson Coaching International.

What skills is Felicia Lee known for?

Felicia Lee has skills like Entrepreneurship, Start Ups, Strategy, Business Development, Leadership, Strategic Planning, Coaching, Marketing Strategy, Small Business, Marketing, Management, Business Strategy.

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