President
CurrentProviding financial insights and direction for business and life. Serving business owners, incorporated professionals, healthcare practitioners, and their families.
Jan 2021 - Present
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Felicia Lee Email & Phone Number
Financially smart strategies for healthcare clinic owners, business owners, incorporated professionals & their families.
at
Clarity Planning Inc.
2 phones found
area 778
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Financially smart strategies for healthcare clinic owners, business owners, incorporated professionals & their families.
Location
Greater Vancouver Metropolitan Area, Canada, Canada
Who is Felicia Lee? Overview
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Quick answer
Felicia Lee is listed as Financially smart strategies for healthcare clinic owners, business owners, incorporated professionals & their families. at Clarity Planning Inc., based in Greater Vancouver Metropolitan Area, Canada, Canada. AeroLeads shows phone signal with area code 778 and a matched LinkedIn profile for Felicia Lee.
Felicia Lee previously worked as President at Clarity Planning Inc. and Partner, Estate Planning, Retirement & Insurance Advisor at Leoganda Financial & Insurance Services Inc.. Felicia Lee holds Mba, Stategic Management from The University Of British Columbia.
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Clarity Planning Inc.
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Profile bio
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.
Listed skills include Entrepreneurship, Start Ups, Strategy, Business Development, and 46 others.
Current workplace
Felicia Lee's current company
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9 roles
Felicia Lee work experience
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Partner, Estate Planning, Retirement & Insurance Advisor
We work with business owners and professionals and their families in providing financial, insurance, retirement, estate, and business continuation planning.
Jul 2015 - Jan 2021
Founder
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
Nov 2009 - Jul 2015
Managing Director
Sky Capital Group Inc.
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
Oct 2013 - Jun 2015
Executive Managing Director - Vancouver, British Columbia Chapter
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
Mar 2013 - Apr 2015
Instructor/Business Advisor, Self Employment Program
Instructing and advising students on business start-up
Sep 2010 - Jun 2013
Jan 2007 - Jan 2010
Manager - Data/Ip Services
- New Product/Service Development- Technology Evaluation and Standardization
Mar 2005 - Jan 2007
Engineer
- Data/IP Technology Evaluation and Standardization for Operations- Data/IP Systems Lifecycle Management
Jun 1999 - Mar 2005
5 education records
Felicia Lee education
Mba, Stategic Management
Basc, Electrical Engineering (Computer Option)
Graduate Certificate In Values Based Leadership
Trainer'S Training Certificate
Art And Science Of Coaching
FAQ
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What company does Felicia Lee work for?
Felicia Lee works for Clarity Planning Inc..
What is Felicia Lee's role at Clarity Planning Inc.?
Felicia Lee is listed as Financially smart strategies for healthcare clinic owners, business owners, incorporated professionals & their families. at Clarity Planning Inc..
What is Felicia Lee's phone number?
AeroLeads has found 2 phone signal(s) with area code 778 for Felicia Lee at Clarity Planning Inc..
Where is Felicia Lee based?
Felicia Lee is based in Greater Vancouver Metropolitan Area, Canada, Canada while working with Clarity Planning Inc..
What companies has Felicia Lee worked for?
Felicia Lee has worked for Clarity Planning Inc., Leoganda Financial & Insurance Services Inc., Candeo Business Coaching, Sky Capital Group Inc., and Ewomennetwork.
How can I contact Felicia Lee?
You can use AeroLeads to view verified contact signals for Felicia Lee at Clarity Planning Inc., including work email, phone, and LinkedIn data when available.
What schools did Felicia Lee attend?
Felicia Lee holds Mba, Stategic Management from The University Of British Columbia.
What skills is Felicia Lee known for?
Felicia Lee is listed with skills including Entrepreneurship, Start Ups, Strategy, Business Development, Leadership, Strategic Planning, Coaching, and Marketing Strategy.
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