Erica Lee CFP, CLU, CHS is passionate about enlightening her fellow millennials about the merits of proper insurance and financial planning as a way to help them meet their life and money goals. Her solution to achieving this mission is providing more approachable, relevant information and delivering it in the way, and at the speed, her market consumes it.
As a second generation financial professional, she repackages the traditional information gleaned from working with her father in today’s language and style to lead her younger clients to long term financial security. Erica is a graduate of the University of Toronto with a degree in Economics. She made it her mission to get her formal advisor qualifications at the beginning of her career so she had the tools needed to communicate professionally and effectively with all her clients.