J.Paul Lee Email

Financial Planner, Life insurance and investment advisor @ Lee Financial Services

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J.Paul Lee's Location

Rothesay, NB, CA

J.Paul Lee's Work

Financial Planner, Life insurance and investment advisor @ Lee Financial Services
Agent @ Qualified Financial Services
Insurance Agent @ Corporate Advisors Canada Inc.

Co-owner @ The Davis & Lee Financial Planning Centre
Annuity Broker @ Atlantic Lottery
Credit Manager @ B & N Flooring

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J.Paul Lee's Education

Advocis
Chartered Life Underwriter (Financial Planning and Services)
2002 - 2002
Advocis
Chartered Life Underwriter (Advanced Financial Planning)
1998 - 2002
Financial Planning Standards Council
Certified Financial Planner (Financial Planning and Services)
1993 - 1998

Dalhousie University
Incomplete (Physical Sciences)
1974 - 1977
Donkin-Morien High School
Grade 12 - honors
1970 - 1974

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J.Paul Lee's Skills

Estate Planning
Retirement Planning
Small Business

Strategic Financial Planning
Financial Planning
Pensions
Investments
Life Insurance
Financial Advisory
Critical Illness

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J.Paul Lee's Summary

J.Paul Lee, based in Rothesay, NB, CA, is currently a Financial Planner, Life insurance and investment advisor at Lee Financial Inc, bringing experience from previous roles at Qualified Financial Services, Critical Insurance, The Davis & Lee Financial Planning Centre and Atlantic Lottery Corporation. J.Paul Lee holds a 2002 - 2002 Chartered Life Underwriter in Financial Planning and Services @ Advocis. With a robust skill set that includes Estate Planning, Retirement Planning, Small Business, Strategic Financial Planning, Financial Planning and more, J.Paul Lee contributes valuable insights to the industry. J.Paul Lee has 2 emails on RocketReach.