BRAD LEE
MSc, BSc, CFP 
Senior Financial Consultant
Investors Group Financial Services Inc.
About —
Life is constantly changing, which is why you need a plan, and a pro-active advisor, that can adapt with your evolving needs and goals.
We help you create a financial plan – an IG Living Plan™ – that adapts and changes as your life does.
Our goal? To improve your financial well-being and help you make decisions for today and tomorrow that allow you to embrace all of life’s possibilities.
Our IG Living Plan is a detailed financial plan that takes your entire life into account and is reviewed and updated regularly. We want to ensure that you have the financial resources to stay on track and meet all your goals. We also believe in building long-term relationships with clients so that we can help you and your family explore all your options at every stage of your life.
Whatever your short or long-term financial goals – buying a home, paying for education, reaching your retirement goals or leaving a legacy – we will work with you to develop a tailored-to-you IG Living plan that covers all aspects of your financial life.
Team —
A real financial plan
Associations and Community —
Associations
- Past President, Penticton Triathlon Club
- 1998 - Present
Community
- Director, Bike and Run, Ironman Canada
- 2000 - 2003
general inquiries —
206 - 300 Riverside Dr.
Penticton, BC V2A 9C9
Get Directions
Let’s talk —
The Living Market podcast with host Philip Petursson
A weekly synopsis of market themes and trends
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