Lee Harrison, CFP, FMA, FCSI, CIM
Portfolio Manager
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After achieving Honours Degrees in both Political Science and Economics from The University of Western Ontario, Lee has focused his efforts towards becoming a highly accredited addition to the financial community. Apart from studying and staying attuned with legal, tax, and economic changes, Lee is also a director and an active participant with the York Region Children's Aid Foundation and The Markham Stouffville Hospital Foundation. On a day-to-day basis you can find Lee ready and willing to help with all of your Investment, Estate and Financial Planning needs.
Our Team
Lee Harrison, CFP, FMA, FCSI, CIM
Portfolio Manager
Robert Stewart
Associate Investment Advisor
Phil Mauer, CIM
Financial Associate
Sandy Ho
Client Associate