Lee combines his very strong analytic knowledge with excellent interpersonal skills to assist clients achieve their long term goals. Prior to joining CIBC Wood Gundy, he worked for 12 years on the institutional side of investment management in research and mutual fund management. He has been a guest on the Business News Network (BNN) and the CBC, in addition to contributing to the Globe and Mail and the Dow Jones news services.
Lee is a licensed Portfolio Manager who provides discretionary portfolio services to clients relieving their day-to-day decisions of the markets. He holds the Chartered Financial Analyst ® designation.
In his spare time, you will find Lee road biking or camping during the summer with his family of three children, and downhill or cross country skiing in the winter months.
Lee currently serves as a director of the Kelowna General Hospital Foundation and president of the CFA Society Okanagan.