Paul Lee
About Paul Lee
Paul Lee is an Associate Consultant at IG Wealth Management in Dartmouth, Nova Scotia, with over a decade of experience in financial services. He specializes in providing tailored financial advice to help clients secure their family's financial future.
Work at IG Wealth Management
Paul Lee has been an Associate Consultant at IG Wealth Management since 2011. He has accumulated over a decade of experience in the financial services sector. In his role, he focuses on providing comprehensive financial advice that extends beyond traditional investment strategies. His work is centered on helping clients achieve confidence in their family's financial future through tailored advice and information.
Previous Experience at Nestle S.A.
Before joining IG Wealth Management, Paul Lee worked at Nestle S.A. as a Trade Asset Solutions Representative from 2008 to 2010. His tenure at Nestle S.A. lasted for two years and took place in the Toronto, Canada Area. This experience contributed to his understanding of business operations and client relations.
Education and Expertise
Paul Lee studied at York University, where he achieved a degree in Administrative Studies from 1996 to 2000. His educational background has equipped him with the necessary skills and knowledge to excel in the financial services industry, particularly in financial planning and client advisory roles.
Background in Financial Services
With over ten years of experience in financial services, Paul Lee emphasizes a holistic approach to financial planning. His expertise includes understanding client needs and providing tailored financial solutions. He operates out of Dartmouth, Nova Scotia, where he serves a diverse clientele.