Thomas Y.T. Lee Financial Services Inc.

Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

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Thomas Y.T. Lee Financial Services Inc.

Languages spoken: Cantonese, English, Mandarin

Area(s) served: Greater Vancouver Area, British Columbia

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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.

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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.

Investment options

There are many different investment options to choose from. The right one for you depends on your situation and goals.

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Stay informed

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It’s time for your fall financial check up! Set up an appointment and we’ll go over your progress towards your goals. #financialgoals

Our comprehensive insurance coverage helps shield business owners from unforeseen events. 💼💪 Reach out and discover how our tailored insurance strategies can help provide you with peace of mind and unwavering support. #MitigateRisks #BusinessInsurance #FinancialStability

Cooler weather doesn’t mean your finances need to cool off. 🍂🍁🧣 Let’s review your financial strategy and help make sure it blankets all aspects of your life. #fallintofinances

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Office information

Richmond, BC

Phone:

(604) 279-2388 x2239

Email:

thomas.lee@sunlife.com

Cell:

(604) 889-6137

Address:

3600 Lysander Lane, Suite 120, Richmond, BC, V7B 1C3 Canada

Office hours:

Monday: 9:00 a.m - 9:00 p.m.

Tuesday: 9:00 a.m - 9:00 p.m.

Wednesday: 9:00 a.m - 9:00 p.m.

Thursday: 9:00 a.m - 9:00 p.m.

Friday: 9:00 a.m - 9:00 p.m.

Saturday: 9:00 a.m - 9:00 p.m.

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