Financial Advisor
Current
Aug 2024 - Present
AeroLeads people directory · profile
Jeffrey Lee Email & Phone Number
Financial Advisor
at
Elevate Financial Strategies Inc.
1 work email found
@f55f.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Current company
Role
Financial Advisor
Location
Calgary, Alberta, Canada
Who is Jeffrey Lee? Overview
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Quick answer
Jeffrey Lee is listed as Financial Advisor at Elevate Financial Strategies Inc., based in Calgary, Alberta, Canada. AeroLeads shows a work email signal at f55f.com and a matched LinkedIn profile for Jeffrey Lee.
Jeffrey Lee previously worked as Financial Security Advisor at Evermark Financial and Investment Representative at Quadrus Investment Services. Jeffrey Lee holds Bachelor Of Science - Bs, Kinesiology And Exercise Science from University Of Calgary.
Company email context
Email format at Elevate Financial Strategies Inc.
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{first}.{last}@f55f.com
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AeroLeads found 1 current-domain work email signal for Jeffrey Lee. Compare company email patterns before reaching out.
Profile bio
About Jeffrey Lee
With 10+ years of experience in the finance industry, Jeff brings a strong expertise in tax planning and wealth management. He strives to provide relevant advice to all his clients and to simplify financial decision making. While there are many strategies in the world of finance, Jeff is well versed in evidence based planning and identifies which strategy is best suited for your individual situation.Prior to becoming a Financial Advisor, Jeff worked at the Canada Revenue Agency. He gained insightful knowledge on the intricacies on the Canadian tax system and was able to see how successful people setup their accounts while avoiding common mistakes. Jeff graduated at University of Calgary with a BSc: Kinesiology – Biomechanics. While this degree may not directly relate to finance, he often relates his financial plans to financial health and often provides a different perspective in a persons well being.
Current workplace
Jeffrey Lee's current company
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6 roles
Jeffrey Lee work experience
A career timeline built from the work history available for this profile.
Financial Security Advisor
Jan 2021 - Sep 2024
Investment Representative
work with clients to fulfill their investment planning needs and offer product solutions to help them achieve their goals.I ensure my clients’ portfolios are diversified and meet their specific risk tolerance – because no two clients are the same.
Oct 2018 - Sep 2024
Financial Security Advisor
I help clients achieve their goals through careful financial security planning. I work with my clients to create a financialsecurity plan that addresses their concerns in four key areas: cash flow, income protection, retirement and estate planning.No plan is the same.
Oct 2018 - Dec 2020
Senior Traffic Coordinator
Canada Revenue Agency - Agence Du Revenu Du Canada
Nov 2015 - Sep 2018
Taxpayer Services Agent
Nov 2013 - Nov 2015
1 education record
Jeffrey Lee education
FAQ
Frequently asked questions about Jeffrey Lee
Quick answers generated from the profile data available on this page.
What company does Jeffrey Lee work for?
Jeffrey Lee works for Elevate Financial Strategies Inc..
What is Jeffrey Lee's role at Elevate Financial Strategies Inc.?
Jeffrey Lee is listed as Financial Advisor at Elevate Financial Strategies Inc..
What is Jeffrey Lee's email address?
AeroLeads has found 1 work email signal at @f55f.com for Jeffrey Lee at Elevate Financial Strategies Inc..
Where is Jeffrey Lee based?
Jeffrey Lee is based in Calgary, Alberta, Canada while working with Elevate Financial Strategies Inc..
What companies has Jeffrey Lee worked for?
Jeffrey Lee has worked for Elevate Financial Strategies Inc., Evermark Financial, Quadrus Investment Services, Freedom 55 Financial, and Canada Revenue Agency - Agence Du Revenu Du Canada.
How can I contact Jeffrey Lee?
You can use AeroLeads to view verified contact signals for Jeffrey Lee at Elevate Financial Strategies Inc., including work email, phone, and LinkedIn data when available.
What schools did Jeffrey Lee attend?
Jeffrey Lee holds Bachelor Of Science - Bs, Kinesiology And Exercise Science from University Of Calgary.
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