Daniel Lee, Financial Advisor

FINANCIAL ADVISOR
Daniel F Lee

CFP®
1-165 Manitoba Street, Bracebridge, ON P1L 1S3opens in a new window
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Focus Areas

  • Intergenerational planning
  • Special needs financial considerations
  • Retirement savings strategies
  • Retirement income strategies
  • Estate and legacy strategies
  • Divorce finances

Personal Interests

  • Music
  • Tennis
  • Baseball
  • Bird Watching
  • Bowling

Team Members

  • Irene Ursano
    Sr. Branch Office Administrator

Send Me a Message

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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

Phone

(705) 645-4844

Fax

(877) 314-6592

Office Address

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

More to explore

My priorities

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Setting your path

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