Darren Lee

Darren has over 30 years of experience in comprehensive wealth management that spans several economic cycles. His expertise in asset allocation is traced back almost three decades to his days as a floor trader in the Vancouver Stock Exchange, where he developed the skills to make timely and advantageous decisions in identifying investment opportunities best suited for each of his clients. Along with a diploma in business administration from Capilano University, Darren holds the Chartered Investment Manager designation. He is also a licensed Registered Representative and can serve clients in the U.S.

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

• Gestion holistique du patrimoine
• Création de richesse
• Planification financière complète
• Planification de l’héritage et de la succession
• Planification fiscale
• Solutions d’assurance
• Solutions de gestion de portefeuille
• Alternative Investments

https://darrenlee.ca
dslee@cgf.com
604.643.0204
800.663.1899 (Numéro sans frais Canada)
800.663.8061 (Numéro sans frais États-Unis)
Fax: 604.643.7606
https://www.linkedin.com/in/darren-lee-75635b52/

CIM®

• Vancouver