About
When working with me, you can rest assured knowing you’re in capable hands. I work hard to meet your needs and help you build a personalized, holistic solution that will help you achieve lifetime health and financial well-being.
Thomas Y.T. Lee Financial Services Inc.
Languages spoken: Cantonese, English, Mandarin
Phone: (604) 279-2388 x2239
Email: thomas.lee@sunlife.com
Address: 3600 Lysander Lane, Suite 120, Richmond, BC, V7B 1C3 Canada
Thomas Lee
With over 22 years of experience in the financial services industry, you can rest easy knowing you’re in good hands. I’m proud to hold the following designations:
- QUALIFIED ASSOCIATE FINANCIAL PLANNER (QAFP™)
- Elder Planning Counselor (EPC™)
- Certified Professional Consultant on Aging (CPCA)®
- Bachelor of Arts (BA)
These designations give me the knowledge to help Clients with their retirement planning and financial planning needs. I speak English, Cantonese and Mandarin and am happy to offer my services in any of these languages.
Job Title: Advisor, Sun Life, B.A., CPCA, EPC, QAFP™
Languages spoken: Cantonese, English, Mandarin
Phone: 604-889-6137
Email: thomas.lee@sunlife.com
Address: Richmond, BC
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