Brandon Lee
About Brandon Lee
Brandon Lee is a Senior Wealth Management Consultant at IG Wealth Management, where he focuses on educating clients about financial health. He has over seven years of experience as a Financial Advisor at TD and developed the LPP Process to assist accountants in retiring early.
Work at IG Wealth Management
Brandon Lee has been employed at IG Wealth Management since 2021, serving as a Senior Wealth Management Consultant. In this role, he focuses on providing personalized financial strategies tailored to clients' individual time-frames, risk tolerance, and objectives. His approach emphasizes the importance of financial health as a critical component of overall wellbeing.
Previous Experience at TD
Before joining IG Wealth Management, Brandon Lee worked at TD as a Financial Advisor from 2014 to 2021. During his seven years in this position, he operated in the Toronto, Canada Area, where he gained extensive experience in wealth management and client advisory services.
Education and Expertise
Brandon Lee earned his Bachelor's degree in Economics from Queen's University, where he studied from 2004 to 2008. He also attended Upper Canada College from 1998 to 2004. His educational background provides a solid foundation for his expertise in financial consulting and wealth management.
Financial Education Initiatives
Brandon Lee is passionate about educating others on financial health. He believes that financial literacy is essential for overall wellbeing and actively seeks to share his knowledge with clients. He offers complimentary consultations to individuals looking to enhance their financial situations.
LPP Process Development
Brandon Lee developed the LPP Process, designed to assist accountants in retiring early without compromising their lifestyle. This process reflects his commitment to creating effective financial solutions that cater to specific professional needs.