Before I was an Edward Jones Financial Advisor, I was an Edward Jones client. My Financial Advisor took the time to explain how investing works, what risk means and we built a personalized strategy for me. Now that I'm an Edward Jones Financial Advisor, it's easy for me to treat clients as I would want to be treated, a simple idea that still makes sense in today’s complex marketplace.
Prior to becoming an Edward Jones Financial Advisor in Bracebridge, I worked for a technology start-up in Toronto. Although the business and people I worked with were great and I learned so much, I couldn't overcome my passion for personal finance. Once I realized that I was changing careers to become a Financial Advisor, I realized that I didn't have to be downtown Toronto. I could move closer to nature and the great outdoors!
My wife and I moved to Bracebridge six years ago and we haven't looked back. We got married in Bracebridge and we have two children (boy and a girl). We adopted dogs from the Bracebridge OSPCA. We also bought our first home in Bracebridge. Muskoka has been very generous to us! I volunteer at the South Muskoka Memorial Hospital as a Porter which I find extremely fulfilling.
We specialize in serving people who are near retirement or are retired. Our goal is to help you feel informed, secure, and in-control of your finances. During our meetings we focus on three areas:
1. What's important to you
2. We'll use our established process to build personalized strategies to help you reach your goals
3. We'll partner together throughout your life to help you keep on track.
If you would like to have a discovery meeting to see if we can help you, please call our office to set-up a time. Thank you!
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Business Owner Considerations
- Wealth Strategies
- Socially Conscious Investing
My Personal Interests
- Spending Time with Family
Phone NumberDaniel F Lee at (705) 645-4844
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