Lee Brooks, BBA, CFP

Insurance & Wealth Advisor

Lee is dedicated to understanding and putting into practice the advanced tax, wealth and insurance planning opportunities available for business owners and affluent Canadians. Lee enjoys and has extensive experience working with active or retiring Business Owners and their Key People, Philanthropists, Professionals, and Executives. To ensure his clients always obtain the best advice and service, Lee will often collaborate with his clients other Advisors or specialists’ firms.

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