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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.
ContactI support these types of investment needs:
- Holistic Wealth Management
- Wealth Creation
- Comprehensive Financial Planning
- Legacy and Succession Planning
- Tax Planning
- Insurance Solutions
- Managed Portfolio Solutions
- Alternative Investments
https://darrenlee.ca
dslee@cgf.com
604.643.0204
800.663.1899 (Toll Free Canada)
800.663.8061 (Toll Free US)
Fax: 604.643.7606
https://www.linkedin.com/in/darren-lee-75635b52/
CIM®
- Vancouver
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