Amy Lee Email & Phone Number
Vice President - Wealth Insurance @ Scotiamcleod
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Amy Lee Location
- Toronto, ON, CA
Amy Lee Work
- Vice President - Wealth Insurance @ (April 2026 - Present)
- Vice President, Training and Practice Excellence, Client Solutions (Scotia Wealth Management) @ (January 2022 - May 2026)
- Director, Strategy and Transformation, Client Solutions (Scotia Wealth Management) @ (March 2021 - January 2022)
- Director, Business Planning, Sales and Partnerships @ Scotia iTRADE (January 2018 - March 2021)
- National Consultant, Business Planning @ (December 2015 - December 2017)
- Senior Client Manager @ (November 2013 - November 2015)
- Manager, Client Services @ (October 2012 - November 2013)
- Manager, Accretive Elite Advisor Program @ Accretive Advisor (March 2011 - August 2012)
- National Sales and Business Development @ (July 2007 - April 2011)
- Marketing and Affnity Relations Manager @ Clearsight Wealth Management (January 2004 - June 2007)
Amy Lee Education
- University of Toronto
BBA (Economics and Finance)
2001-2006 - University of Toronto
Bachelor of Business Administration (B.B.A.)
Amy Lee Skills
- Strategic Financial Planning
- Management
- Investment Strategies
- Investments
- Marketing
- Relationship Management
- Business Development
- Asset Management
- Investment Advisory
- Financial Services
- Retirement Planning
- Wealth Management
- Mutual Funds
Amy Lee Summary
- Amy Lee, based in Toronto, ON, CA, is currently a Vice President - Wealth Insurance at Scotia Wealth Management. Amy Lee brings experience from previous roles at Scotiabank, Scotia iTRADE and ScotiaMcLeod. Amy Lee holds a 2001 - 2006 BBA in Economics and Finance @ University of Toronto. With a robust skill set that includes Strategic Financial Planning, Management, Investment Strategies, Investments, Marketing and more. Amy Lee has 2 emails and 1 mobile phone numbers on RocketReach.
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