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Financial Advisor,
Financial Planner
Daniel F Lee
CFP®
1-165 Manitoba Street, Bracebridge, ON P1L 1S3
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Focus Areas
Financial planning for women
Healthcare professionals
Inheritance guidance
Navigating loss of spouse
Personal Interests
Health & Nutrition
Active Lifestyle
Bird Watching
Canoeing
Fishing
Team Members
Irene Ursano
Sr. Branch Office Administrator
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* First Name
* Last Name
* Email
* Phone Number (555) 555-5555
* Postal Code
* How can we support you?
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Introductory Consultation
Review my current strategy
Help with a major financial event
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* How much are you planning to invest?
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Less than $250K
$250K-$499K
$500K-$1MM
$1MM+
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Office Information
Hours
Office Hours
Weekday
Availability
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 1S3
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