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    Owen Lee
    CFA, CAIA, DMS


    Address

    10175 - 101 Street NW
    19th Floor
    Edmonton, AB T5J 0H3

    Languages

      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.

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