portrait of Daniel F Lee
FINANCIAL ADVISOR

Daniel F Lee

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Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Business Owner Considerations
  • Wealth Strategies
  • Socially Conscious Investing

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Sustainability
  • Tennis
  • Cycling

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Fax

(877) 314-6592

Branch Team

  • Irene Ursano
    Sr. Branch Office Administrator
  • Kendra Mitchell
    Branch Office Administrator

Office Address

1-165 Manitoba Street
Bracebridge, ON P1L 1S3opens in a new window

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