Skip navigation
    Canada
    Canada
    skip link

    Owen Lee
    CFA, CAIA, DMS


    Address

    10803 23 Ave
    Edmonton, AB T6J 7B5

    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.

    Get directions

    Please enter an address.
    Google Map