JAKE LEE

JAKE LEE

BA, CFPCFP CertifiedIIROCCIPF Certified

Financial Consultant

Investors Group Securities Inc.

Investors Group

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About —

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Building wealth and building muscles are quite similar in some aspects. They should both start from developing plans and goals, they require discipline, and the daily progress is often invisible. These are what make building wealth and building muscles particularly harder. But the key to success is in the small achievements within our days.

We make decisions everyday and, cumulatively, they will lead us to a different path in the future. Living in a world where spending money is increasingly fast and easy, making prudent decisions everyday are more important than ever.

On top of building comprehensive financial plans for the long-term goals, my team and I are committed to helping clients make better decisions to move forward. We encourage you to reach us whenever you are faced with multiple choices. We will analyze, compare and explain your choices in an easy to digest format.

What are your choices today?

Create a financial plan for life's 'what ifs?'

Imagine a holistic financial plan that can test and adapt to your ‘what if’ questions.

general inquiries —

1800-666 Burrard Street
Vancouver, BC V6C 2X8

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IG Wealth Management

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