Thomas Y.T. Lee Financial Services Inc.
Languages spoken: Cantonese, English, Mandarin
Area(s) served: Greater Vancouver Area
Trustworthy advice you can count on
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.
Products and services
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Health insurance products
Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance products
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Saving and budgeting
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Stay informed
See more articlesAre you planning on using your inheritance for your retirement plan?
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
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The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.