Owen Lee
CFA, CAIA, DMS
Address
10803 23 AveEdmonton, AB T6J 7B5
Languages
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English|Cantonese|Mandarin
My Background
My team and I provide personalized investment solutions and wealth planning advice to our clients. Our approach is customized based on clients' goals related to their retirement planning, business transition, insurance, trust and estate services. We are committed to provide an optimal client experience.Get directions
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Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.