Daniel Lee, Financial Advisor, Financial Planner located in Bracebridge, ON

Focus Areas

  • Financial planning for women
  • Navigating loss of spouse
  • Healthcare professionals
  • Inheritance guidance
  • Government employees
  • Teachers and professors

Personal Interests

  • Active Lifestyle
  • Cycling
  • Hiking
  • Fishing
  • Golfing

Team Members

  • Irene Ursano
    Sr. Branch Office Administrator
    CPCA®

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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