Our Service Philosophy

Calvin Lee & Associates provides quality financial services to meet client's personal and financial needs. Our philosophy centers on placing client's interests first. To achieve this philosophy, our team maintains regular contact with our clients by phone, email, and face-to-face meetings. We work with clients to develop an investment policy statement that serves as a guideline to keep them within their risk tolerance, while meeting their financial objectives. When you join our team, we guarantee that your best interests are at the forefront of all that we do.

What Distinguishes Our Team

Our team strives to build positive working relationships with our clients and their families, so that long-term solutions may be found and applied. We pride ourselves in maintaining our present relationships and look forward to establishing new ones.

Guiding principles are the foundation of our culture and the driver of our business direction. While many factors may influence your investment decisions, at the foundation of the best financial partnerships are communication, trust, transparency and bottom-line results. By adhering to these core values in our work with clients, Calvin Lee & Associates is recognized as an advisory group of choice for affluent families and institutional clients in Southwestern Ontario.

Our Commitment To You

Communication
To communicate effectively, listening is essential. When meeting with clients we listen closely and take note to gain a full understanding of their current financial position, as well as their short-term and long-term goals. Subsequent to this, we present various alternatives to determine how to align these goals with the best available options.

Trust
Trust is a fundamental component in building and maintaining strong relationships with clients. Building trust not only requires open communication and transparency, it requires an honest opinion regarding how we believe the structure of our clients' portfolios should be managed and developed over time. Throughout this process, we guarantee that all information disclosed to us remains confidential.

Transparency
As we are all aware, the stock market never remains stagnant and depending on the stage in your life, your personal situation and financial goals are constantly changing. To achieve transparency we are committed to providing complete, accurate, and timely disclosure of information. Therefore, we ensure our clients remain well informed at all times.

Bottom-Line Results
At the end of the day, our team aspires to enhance our client's wealth. Through constant monitoring of the market, Calvin Lee & Associates is focused on achieving the best possible results using an investment approach we see fit.

INVESTMENT PLANNING PROCESS

Planning for tomorrow, today...
In professional financial planning, the opportunity to achieve superior results is not accomplished through aiming to out-perform the market. Rather, the preferred approach involves establishing and adhering to appropriate long-term investment principles. Our investment policy is based on realistic expectations with a long-term perspective and clearly defined objectives. This is the foundation upon which our portfolios are developed and managed over time throughout different market cycles.