About

Want to achieve lifetime financial security and live a healthier, brighter life? Take the time to browse the website, so you can learn more about the solutions we can discuss to help meet your needs and goals. Reach out if you have any questions and to get started.

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.

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.

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 19 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™

Phone: 604-889-6137

Email: thomas.lee@sunlife.com

Address: Richmond, BC

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.