Who we are

Since 1991, we have been a registered Portfolio Manager in British Columbia, Canada.

 

What we do 

We provide tailored discretionary investment management to investors of most sizes, from individuals & families to foundations, charities and non-profit organizations.

 

How we do it

We employ stringent top-down, fundamental analysis to build a portfolio of securities that suits our clients’ objectives.

 

Latest Insights

April 2022 – Investment Quarterly

 

We’ve come to know the tale of David & Goliath as a situation where an underdog, David, takes on an opponent that is perceived to be in a much more advantageous position, Goliath. In the first quarter this year, the world saw this narrative unfold across several areas of life.  Economically, we saw consumers battle Goliath increases in prices for goods and services.

Inflation, as we had anticipated, is not so transitory. It will drive consistent interest rate hikes for the remainder of the year. But with interest rates going up, do we foresee this tightening of monetary policy to tighten economic growth?

Read more

January 2022 – Investment Quarterly

 

Roughly two years since the initial rumours about a new contagious disease began popping up in our newsfeeds, markets remain susceptible to the whims of a virus. On the COVID roundabout, we’ve approached the familiar turnoffs for restrictions, lockdowns, vaccinations, and most regrettably, illness. However, while we’re reminded of Bill Murray’s exhaustion after reliving the same scenario again and again in the film Groundhog Day, there have been substantive changes in the markets and economy this go-around.

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August 2021 – What to make of “ESG” Investing?

 

The big “new” thing in investing in the last few years and which shot to prominence during COVID—is “sustainable” or “ESG” investing (environmental, social, and governance investing). The premise is straightforward: companies have avoided shouldering the costs of their negative impacts on society, on the environment, and on various stakeholders and now the bill is coming due. In many ways, the trend is not new at all …

So, what does all of this mean for us and you?

Read more

A Special Thank You!

 

Lee, Turner & Associates Inc. celebrated its 30th anniversary this past June.

When we reflected on these years passed, it is you – our clients that came to mind first and foremost. You put us where we are today. You gave us your trust and confidence, unwavering support, and warm friendship. We are truly grateful!

Thank you very, very much. We look forward to being of service to you and your families for many more years to come.

Let’s chat.

We welcome all inquiries. Contact us to open a dialogue or start the discussion.

Lee, Turner & Associates Inc.

 Suite 790, 999 West Hastings Street 

 Vancouver, BC 

 Canada, V6C 2W2 

 Phone: (604) 689-3289 

 Fax: (604) 689-7862