Pauline Lee

Profile Image
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

Contact me

Phone

Office

(416) 298-4063

Office Location

3477 Sheppard Ave East Toronto, ON M1T3K6. map

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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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How does the estate planning process work?

Creating an estate plan is essential to ensuring your assets are passed on as you intended. Here's how my team and I can help.
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