Lee Charlton Email & Phone Number
Senior Financial Consultant @ Investors Group
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Lee Charlton Location
- Canada
Lee Charlton Work
- Senior Financial Consultant @ (November 2021 - Present)
- Associate Consultant @ (January 2021 - November 2021)
- Senior Financial Consultant @ (December 2020 - January 2021)
- Division Director @ (February 2013 - December 2020)
- Consultant @ (June 2010 - February 2013)
Lee Charlton Education
- University of Regina
Bachelor of Business Administration (B.B.A.) (Finance)
2002-2009
Lee Charlton Skills
- Business Tax Planning
- Buy-sell Agreements
- Cash Flow
- Cash Flow Management
- Critical Illness
- Debt Management
- Disability Insurance
- Estate Planning
- Estate Tax Planning
- Executive Compensation Planning
- Finance
- Financial Advisory
- Financial Planners
- Financial Planning
- Group Insurance
- Group Retirement Solutions
- Guaranteed Lifetime Income
- Health Insurance
- IPPs
- Investment Advisory
- Investment Portfolio
- Life Insurance
- Mortgage Planning
- Mutual Funds
- Networking
- Pensions
- Personal Finance
- Personal Financial Planning
- Personal Tax Planning
- Portfolio Management
- RRSP
- Retirement
- Retirement Planning
- Retirement Savings
- Risk Management
- Strategic Financial Planning
- Strategic Planning
- TFSA
- Wealth Management
Lee Charlton Summary
- Lee Charlton, based in Canada, is currently a Senior Financial Consultant at IG Wealth Management. Lee Charlton brings experience from previous roles at IG Wealth Management. Lee Charlton holds a 2002 - 2009 Bachelor of Business Administration (B.B.A.) in Finance @ University of Regina. With a robust skill set that includes Business Tax Planning, Buy-sell Agreements, Cash Flow, Cash Flow Management, Critical Illness and more. Lee Charlton has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Lee Charlton?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co