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

January 2021 – Q4 Review

The hyper speed at which the global economies completed a full cycle, from growth to recession back to growth, was not a surprise but other developments that unfolded during the economic recovery were. In fact, some of the observed consumer responses to the pandemic were downright counterintuitive.

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January 2021 – Forecast

Until early signs of herd immunity via mass vaccinations are evident, this virus will remain a hinderance to the economies’ recovery. “It ain’t over till it’s over”, as a well-worn sports cliché would put it. So, over the next few months, we expect only marginal improvements to GDP growth rates. However, looking further out to the latter parts of 2021, we are much more hopeful.

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Oct 2020 – Q3 Review

Our world is getting better at managing the current COVID-19 pandemic. While the spread of the coronavirus is still ongoing, promising developments on its vaccine and treatment fronts give hope to its eventual end. The panic that was evident at the early days of the virus’ discovery has now subsided. Today, people are less fearful, and most are doing their part to contain its spread. Assuaged fears have allowed global economies to reopen and track towards sustained recoveries. In North America, we saw a remarkably swift economic recovery; it was indeed a “V” shaped recession from beginning to end.

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Oct 2020 – Forecast

On the whole, North American economies responded very well to the massive influx of fiscal and monetary policy inputs. This sharp economic recovery, on surface, appears to be broad-based and underpinned by strong consumer demand for both durables as well as discretionary items. In truth, this recovery has been anything but broad-based, in fact it has been rather uneven and disjointed. The current economic story is really a tale of two, one for the haves and another for the have-nots.

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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