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Daniel Lee, Financial Advisor

FINANCIAL ADVISOR
Daniel F Lee

CFP®
1-165 Manitoba Street, Bracebridge, ON P1L 1S3opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement income strategies
  • Retirement savings strategies
  • Special needs financial considerations
  • Estate and legacy strategies
  • Charitable giving
  • Divorce finances

About Daniel

As a Financial Advisor and Financial Planner, I specialize in helping pre-retirees, retirees, and women in transition—whether that means going through a divorce, adjusting to life after the loss of a spouse, or facing a major career or life change. I understand these moments can be overwhelming, and my goal is to make sure you never have to face them alone.

For more than 10 years, I've worked with individuals to create personalized financial plans that reflect their unique goals, values, and circumstances. I believe that good financial planning isn't just about money—it's about confidence, clarity, and having a trusted partner...

Work History

  • Edward JonesSeptember 2014 to Current

Education

  • University of WaterlooBachelors

Personal Interests

  • Music
  • Hiking
  • Board Games
  • Community Outreach
  • Tennis

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

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

We use an established process to help you reach your goals.

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