Pauline Lee
Senior Financial Planner
CFP®
QAFP™
I look forward to being with you every step of the way to help you achieve your personal financial goals
Phone
Office Location
I have been working in the financial services industry since 2008. Prior to taking on the role of Financial Planner, I was a Financial Advisor in the Scarborough area. During the last 3 years, I have focused exclusively on financial planning and fostering strong client relationships.
I hold a Bachelor degree in General Education from York University. I have also completed the requirements for the Financial Planning Standards Council (FPSC Level 1) designation.
I look forwarding to working with you to help you achieve your personal financial goals.
Certificates
CFP®
QAFP™
Languages
Cantonese
English
Mandarin
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Will and Estate Planning
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