Commitment to Value
Adam Lee Financial is currently operating in three locations; Treherne, Portage La Prairie, and Winnipeg, offering such products as GIC’s, mutual funds, segregated funds, and insurance. We have combined our expertise in the investment world with in-depth tax knowledge to tailor unique solutions to a variety of client needs. Taxation has become an integral part of our business as reduction in taxes means an increase in the overall estate.
The founders of Adam Lee Financial Services Inc. came together in 1997 with different strengths which have been tailored to provide expertise not easily accessible with other firms. With the combination of experience dating back to 1969, tax preparation since 1982, and complex market analysis and understanding, client needs are met from all perspectives.
Our pledge to you, our client, is a conservative approach based on your tolerances for your benefit. Thank you for allowing us to assist you in building a roadmap of your financial requirements dating well into the future.