Justin Lee

Justin spent over twelve years working in the energy industry as a professional engineer in a variety of technical and financial roles. This experience has deeply influenced how he advises his clients, encouraging mindful diversification away from any single industry or geography. He has intimate understanding of the modern challenges and opportunities facing young professionals and the significant life events that occur along the way. He is dedicated to balancing his clients’ current needs with their aspirations for the future.

Contact :
Je réponds à ces types de besoins de placement :

• Gestion holistique du patrimoine
• Création de richesse
• Planification financière complète
• Planification fiscale
• Solutions d’assurance
• Solutions de gestion de portefeuille

julee@cgf.com
403.508.3895
800.818.4119 (Numéro sans frais Canada)
Fax: 403.508.3823
https://www.linkedin.com/in/justinjulee/

P.Eng.

• Calgary