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.
I would recommend Erica in a heartbeat! I never understood insurance because nobody could explain it to me properly but she was patient and thorough and even drew diagrams for me! Extremely knowledgeable and very smart.Sharon ChungRealtor
I have recommended Erica to friends and family, all of whom have come back to me saying the same great things about her! She is knowledgeable and explains products to her clients in a way we can understand and relate to. She taught me that not all insurance products are the same and she helped customize my insurance portfolio to match my current needs and future goals. Erica has always been helpful with any questions I had and was quick to respond to my needs. Thank you Erica for your professionalism and going above and beyond!Dr. Carmen LoDentist
Erica has been extremely helpful in getting all our insurance needs in order. Whether business or personal she has always given us great advice and has always been very knowledgeable when we had questions. You can feel certain that she always has your best interest in mind.Dr. George & Liliana PolemidiotisPhysician
I would like to thank Erica for helping us plan out our future goals. She is very professional and knowledgeable. We felt very comfortable and informedCurtis LyRestaurant Owner, Nomé Izakaya
I’ve been working with Erica and her team for many years.Dr. Gus MeglisPhysician
My experience has been nothing short of amazing. She’s very professional , knowledgeable and has a knack for simplifying a confusing landscape of insurance. I have referred many colleagues who have been equally impressed.
Erica Lee is a true professional and specialist in all things insurance. Her passion is reflected in the time she invests to take care of her clients. Erica always has your best interest at heart and patiently takes the time to explain policies in detail as often as you need!Wilson Ng & Hannah KimReal Estate Brokers
With numerous life insurance options available, but lack of detailed product information, it is hard to make an informed decision. Erica bridged the gap by providing information on relevant options, made comparisons and gave suggestions tailored to my complex personal situation. She patiently walked me through the process and was very professional throughout. Would recommend Erica to anyone for their insurance needs!Jeff W.
We had the pleasure of working with Erica Lee. She is a true professional, extremely knowledgeable with a lot of experience in her field of work. She took the time to address all our questions and concerns, clarified some industry myths and helped us get on the right track to a successful financial future. Thank you so much, Erica!Jennifer TangBusiness Owner, Kamfair Drapes
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.
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