Thomas Y.T. Lee Financial Services Inc.
Languages spoken: Cantonese, English, Mandarin
Area(s) served: Greater Vancouver Area, British Columbia
Trustworthy advice you can count on
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Financial planning in the Greater Vancouver Area
As your advisor, I care about your financial future. I can help you with retirement planning, estate planning and insurance solutions. Let me create a clear financial roadmap that will help you reach your retirement dreams. I’m dedicated to earning your trust and creating a financial plan that fits your unique situation. Whether you’re looking to create a plan from scratch or looking for a second opinion on your current plan, I have the experience to help you.
When we begin working together, I take the time to learn about your needs and goals. I also want to understand what you’re looking to get from working with me. From there, I’m able to help you by creating a custom financial plan.
My office is located in Richmond, British Columbia. I serve the Greater Vancouver Area via in-person and virtual appointments. My services are available in English, Cantonese and Mandarin. Contact my office to book your appointment.
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~Look at your current investment mix
~Make sure your investment plan still fits your long-term goals
~Think about tax efficient ways to adjust your investments
Let's make sure your investments are set for 2026. Get in touch today.
https://advisor.sunlife.ca/thomas.lee
~Look at your current investment mix
~Make sure your investment plan still fits your long-term goals
~Think about tax efficient ways to adjust your investments
Let's make sure your investments are set for 2026. Get in touch today.
https://advisor.sunlife.ca/thomas.lee
📊 Review your current retirement savings and spending patterns
🎯 Align your financial strategy with your evolving lifestyle aspirations
💡 Explore ways to balance financial security with your desired retirement experiences
Let's meet to discuss your financial roadmap for the year ahead. https://advisor.sunlife.ca/thomas.lee
📊 Review your current retirement savings and spending patterns
🎯 Align your financial strategy with your evolving lifestyle aspirations
💡 Explore ways to balance financial security with your desired retirement experiences
Let's meet to discuss your financial roadmap for the year ahead. https://advisor.sunlife.ca/thomas.lee