Lee is grateful and very happy to be back at ScotiaMcLeod! When asked about her experience at the firm, she said, “Working at ScotiaMcLeod has enabled me to meet many wonderful people. The clients and colleagues that I have worked with over the years have been amazing. And, I am incredibly fortunate to be able to call many of them very dear friends.”
Industry Courses
- Canadian Securities Course
- Conduct and Practices Handbook Course
- Wealth Management Essentials (in progress)
Lee joined ScotiaMcLeod in 1993, and worked with Rob until 1999. Lee then stayed at home full time to care for her two boys until August 2008, when she re-joined Rob’s Team. Lee’s role on the Team presently includes working with clients to implement Rob’s investment advice, conducting client portfolio reviews and assisting clients with questions concerning their accounts.
Lee is a graduate of the University of Western Ontario with a Bachelor of Arts degree in English. Her investment industry courses include the Canadian Securities Course and the Conduct and Practices Handbook Course. She is presently enrolled in the Wealth Management Essentials course.
Lee enjoys yoga, chocolate mint ice cream, and she loves spending time with her two boys, Harrison (age 10) and Erik (age 8).
Phone: 519-660-3229
Toll Free: 1-800-265-1242
Fax: 519-660-3264
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