Joanne Lee has been a financial advisor in Winnipeg and surrounding community for almost thirty years.
In 2016, Joanne joined Richardson GMP and created Lee Wealth Management Group with her Associate of almost 25 years, Deborah Dyck.
The primary reason for the move is the fact the wealth management industry has changed dramatically over the years and Joanne knows Richardson GMP is the best place for her and Debbie to best serve her clients.
Joanne advises established entrepreneurs, professionals and families build and preserve their wealth and plan for retirement. She involves and educates the entire family and looks after every aspect of their wealth, encompassing corporate and personal considerations as well as tax-effective transfer of assets to the children.
In her investment process, Joanne selects investment solutions to create balanced, customized, income-generating portfolios for those that are striving towards as well as throughout retirement.
Serving a select clientele, Joanne truly cares about every client and devotes a level of personal commitment and detail-conscious attention that has built many long-standing relationships and lifelong friendships.