Joanne Lee has been a financial advisor in Winnipeg and the surrounding communities for over 30 years, and with her associate, Deborah Dyck, she created Lee Wealth Management Group.
In her investment process, Joanne selects investment solutions to create balanced, customized, and income-generating portfolios.
Serving a select clientele, Joanne truly cares about every client. She devotes a level of personal commitment and detailed attention that has built many long-standing relationships and lifelong friendships.
For over 25 years, Deborah Dyck has managed the administrative aspects of the business to enable Joanne to focus on developing investment strategies. She handles all matters related to account maintenance, client documentation and reporting, and retirement projections.
Exceptional service is her trademark – she is strongly committed to satisfying every client’s request and need, even the most challenging. Like Joanne, Deborah truly cares about people and knows that every detail matters.
Associate
Madison joined Lee Wealth Management in November 2023. She completed a four-year Bachelor of Business Administration Degree at the University of Winnipeg and is currently completing her Canadian Securities Course.
Before joining, she spent 10 years in marketing, working with retail, accounting, and law firms.
When she is not working, you can find her spending time with her husband and son or at a stable training for equestrian competitions.