Jeannette Lee's Location
Markham, ON, CA
Jeannette Lee's Work
- Financial Planning Analyst @ RBC Wealth Management
- Personal Banker @ National Bank of Canada
- Manager, Private Wealth Administration @ Altamira Financial Services Ltd.
Jeannette Lee's Education
- The University of Western Ontario
Jeannette Lee's Skills
- Mutual Funds
- Investment Advisory
- Strategic Financial Planning
- Wealth Management
- Asset Allocation
- Investment Strategies
- Portfolio Management
- Investments
Jeannette Lee's Summary
Jeannette Lee, based in Markham, ON, CA, is currently a Financial Planning Analyst at RBC Wealth Management, bringing experience from previous roles at National Bank of Canada and Altamira Financial Services Ltd.. Jeannette Lee holds a The University of Western Ontario. With a robust skill set that includes Mutual Funds, Investment Advisory, Strategic Financial Planning, Wealth Management, Asset Allocation and more, Jeannette Lee contributes valuable insights to the industry. Jeannette Lee has 3 emails on RocketReach.
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