{"id":930,"date":"2023-05-08T16:01:58","date_gmt":"2023-05-08T16:01:58","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/coastwood2\/?page_id=930"},"modified":"2024-04-02T13:40:06","modified_gmt":"2024-04-02T13:40:06","slug":"ivan-lee","status":"publish","type":"page","link":"https:\/\/advisor.wellington-altus.ca\/coastwood\/ivan-lee\/","title":{"rendered":"Ivan Lee"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"930\" class=\"elementor elementor-930\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-81123ec elementor-reverse-tablet elementor-reverse-mobile elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"81123ec\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-e9b1298\" data-id=\"e9b1298\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-38630aa elementor-widget elementor-widget-image\" data-id=\"38630aa\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"683\" height=\"1024\" src=\"https:\/\/advisor.wellington-altus.ca\/coastwood\/wp-content\/uploads\/sites\/167\/2023\/05\/Ivan-Lee-vertical-683x1024.jpg\" class=\"attachment-large size-large wp-image-937\" alt=\"\" srcset=\"https:\/\/advisor.wellington-altus.ca\/coastwood\/wp-content\/uploads\/sites\/167\/2023\/05\/Ivan-Lee-vertical-683x1024.jpg 683w, https:\/\/advisor.wellington-altus.ca\/coastwood\/wp-content\/uploads\/sites\/167\/2023\/05\/Ivan-Lee-vertical-200x300.jpg 200w, https:\/\/advisor.wellington-altus.ca\/coastwood\/wp-content\/uploads\/sites\/167\/2023\/05\/Ivan-Lee-vertical-768x1152.jpg 768w, https:\/\/advisor.wellington-altus.ca\/coastwood\/wp-content\/uploads\/sites\/167\/2023\/05\/Ivan-Lee-vertical.jpg 1000w\" sizes=\"(max-width: 683px) 100vw, 683px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-e051ce6\" data-id=\"e051ce6\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-25d285f elementor-widget elementor-widget-heading\" data-id=\"25d285f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Ivan Lee<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6e4ab07 elementor-widget elementor-widget-text-editor\" data-id=\"6e4ab07\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\tCFP<sup>\u00ae<\/sup>, CIM<sup>\u00ae<\/sup>, B.Comm.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8736039 elementor-widget elementor-widget-text-editor\" data-id=\"8736039\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Senior Wealth Advisor &amp; Associate Portfolio Manager<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4d80554 elementor-widget elementor-widget-text-editor\" data-id=\"4d80554\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Dedication to exceptional client experiences and innovative financial strategies are the foundations of Ivan\u2019s business. With over 20 years of wealth management experience and as a Senior Wealth Advisor &amp; Associate Portfolio Manager, his mandate is to preserve and grow wealth through tailored investment solutions.<\/p><p>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.<\/p><p>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\u2019s home life, leisure time and career are embedded in the Valley with a deep commitment to clients, their families, and the community at large.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-78b16a0 elementor-position-inline-start elementor-view-default elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"78b16a0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-box-wrapper\">\n\n\t\t\t\t\t\t<div class=\"elementor-icon-box-icon\">\n\t\t\t\t<span  class=\"elementor-icon\">\n\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-award\"><\/i>\t\t\t\t<\/span>\n\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t\t<div class=\"elementor-icon-box-content\">\n\n\t\t\t\t\t\t\t\t\t<h3 class=\"elementor-icon-box-title\">\n\t\t\t\t\t\t<span  >\n\t\t\t\t\t\t\tAwards &amp; Achievements:\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-efc6466 elementor-widget elementor-widget-text-editor\" data-id=\"efc6466\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li>2019 CV Minor Hockey Association &#8211; Rep Coach of the Year<\/li><li>2019 Local Hero Awards \u2013 Hero of the Year Finalist<\/li><li>2016 CV Minor Hockey Association &#8211; Coach of the Year<\/li><li>2015 TDBFG Vision in Action Award Recipient<\/li><li>5x Merit Award Winner 2015, 2014, 2011, 2010, 2008<\/li><li>2014 Top 40 Award, CV Chamber of Commerce<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b314def elementor-align-start elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"b314def\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;none&quot;}\" data-widget_type=\"icon-list.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"tel:+1-250-941-2681\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-phone-alt\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">250.941.2681<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c655d27 elementor-widget elementor-widget-spacer\" data-id=\"c655d27\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c642436 elementor-align-left elementor-widget elementor-widget-button\" data-id=\"c642436\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-lg\" href=\"mailto:ivan.lee@wellington-altus.ca\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t<span class=\"elementor-button-icon\">\n\t\t\t\t<i aria-hidden=\"true\" class=\"far fa-envelope\"><\/i>\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Email<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2339b5d elementor-shape-circle e-grid-align-left elementor-grid-0 elementor-widget elementor-widget-social-icons\" data-id=\"2339b5d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"social-icons.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-social-icons-wrapper elementor-grid\">\n\t\t\t\t\t\t\t<span class=\"elementor-grid-item\">\n\t\t\t\t\t<a class=\"elementor-icon elementor-social-icon elementor-social-icon-linkedin elementor-repeater-item-f785a70\" href=\"https:\/\/www.linkedin.com\/in\/ivan-lee-ba08a7169\/\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-screen-only\">Linkedin<\/span>\n\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fab fa-linkedin\"><\/i>\t\t\t\t\t<\/a>\n\t\t\t\t<\/span>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Ivan Lee CFP\u00ae, CIM\u00ae, B.Comm. Senior Wealth Advisor &amp; Associate Portfolio Manager Dedication to exceptional client experiences and innovative financial strategies are the foundations of Ivan\u2019s business. With over 20 years of wealth management experience and as a Senior Wealth Advisor &amp; Associate Portfolio Manager, his mandate is to preserve and grow wealth through tailored [&hellip;]<\/p>\n","protected":false},"author":173,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"class_list":["post-930","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/advisor.wellington-altus.ca\/coastwood\/wp-json\/wp\/v2\/pages\/930","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/advisor.wellington-altus.ca\/coastwood\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/advisor.wellington-altus.ca\/coastwood\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/coastwood\/wp-json\/wp\/v2\/users\/173"}],"replies":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/coastwood\/wp-json\/wp\/v2\/comments?post=930"}],"version-history":[{"count":3,"href":"https:\/\/advisor.wellington-altus.ca\/coastwood\/wp-json\/wp\/v2\/pages\/930\/revisions"}],"predecessor-version":[{"id":2135,"href":"https:\/\/advisor.wellington-altus.ca\/coastwood\/wp-json\/wp\/v2\/pages\/930\/revisions\/2135"}],"wp:attachment":[{"href":"https:\/\/advisor.wellington-altus.ca\/coastwood\/wp-json\/wp\/v2\/media?parent=930"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}