Erica Lee's Location
Toronto, Ontario, Canada
Erica Lee's Work
- Certified Financial Planner® @ MCL Financial Group Ltd.
- Sales Representative @ CST Consultants Inc
Erica Lee's Education
- Financial Planning Standards Council (FPSC)
CFP®, Certified Financial Planner®
2015 - Financial Planning Standards Council (FPSC)
FPSC Level 1™ Certificant in Financial Planning
2014 - University of Toronto
Honours Bachelor of Arts, Economics
2008 - 2012
Erica Lee's Skills
- PowerPoint
- Microsoft Excel
- Microsoft Word
- Customer Service
- Microsoft Office
- Life Insurance
- Disability Insurance
- Critical Illness
- RESP
- Personal Financial Planning
Erica Lee's Summary
Erica Lee, based in Toronto, Ontario, Canada, is currently a Certified Financial Planner® at DLG Financial Group Ltd., bringing experience from previous roles at CST Consultants Inc.. Erica Lee holds a CFP®, Certified Financial Planner® @ Financial Planning Standards Council (FPSC). With a robust skill set that includes PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office and more, Erica Lee contributes valuable insights to the industry.
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