Erica Lee, CFP, CLU, CHS, brings together financial and insurance planning to help clients meet their goals. She graduated from the University of Toronto with a degree in Economics, and continued her education by obtaining her Certified Financial Planning, Chartered Life Underwriter, and Certified Health Insurance Specialist designations.

Meet Erica
Erica believes that a goal without a plan is just a wish, and uses her expertise to help guide her clients towards achieving their goals. She believes that there is a lack of approachable information, and wants to break the barrier between sound financial advice and millennials. She understands the value of good financial planning, and is passionate about educating and enlightening her fellow peers.
Insurance Planning
Insurance doesn't have to be complicated, ensure that you have financial security for yourself and your loved ones. Your insurance plan should be personalized to your needs, one size does not fit all.
Get in TouchFinancial Planning
Figure out where you are right now, where you want to be, and how you can get there fast. Let's create a strong financial plan together and I will be right by your side helping you reach your goals.
Get in Touch