Ivan Lee

CFP®, CIM®, B.Comm.

Senior Wealth Advisor

Dedication to exceptional client experiences and innovative financial strategies are the foundations of Ivan’s business. With over 20 years of wealth management experience and as a Senior Wealth Advisor, his mandate is to preserve and grow wealth through tailored investment solutions.

Ivan offers each client comprehensive wealth planning with a thorough, careful analysis of their needs and goals. With retirement plans and present needs in mind, his team will build a strategy to help achieve the strongest growth and flexibility.

Ivan is proud to be rooted in the Comox Valley, with strong community and family ties. They are active in local sport, social, and environmental causes. Ivan’s home life, leisure time and career are embedded in the Valley with a deep commitment to clients, their families, and the community at large.

Awards & Achievements:

  • 2019 CV Minor Hockey Association – Rep Coach of the Year
  • 2019 Local Hero Awards – Hero of the Year Finalist
  • 2016 CV Minor Hockey Association – Coach of the Year
  • 2015 TDBFG Vision in Action Award Recipient
  • 5x Merit Award Winner 2015, 2014, 2011, 2010, 2008
  • 2014 Top 40 Award, CV Chamber of Commerce