Lee Irvine Email & Phone Number

WHO I SERVE• Entrepreneurs• Business owners• Dealmakers• Captains of industry• People considering retirement• Retirees• Divorcees• Widows and widowers• Sportsmen and womenWHY ME• I am a client of the advisory company I represent so I walk the talk• I understand the difficulties in keeping up with the latest trends, whether fiduciary, tax or investments, and the need successful people have for experienced and objective advice• I genuinely care that people and their families have peace of mind and clarity regarding their wealth preservation affairs• With my sporting background, I understand the value of teamwork, patience and consistent co-operation in order to build and maintain relationshipsHOW I DO IT DIFFERENTLY• You cannot buy experience and we have a lot of it• Succession planning in its team structure ensures that clients personal care is assured• The success of the business relies on long term relationships with happy and satisfied clients.• We understand that our clients trust us with assets that more often than not have been built up through hard work over a long period of time and that we can only earn their respect by continuing to treat them with constant care and expertise

Listed skills include Investments, Wealth, Retirement Planning, Wealth Management, and 46 others.