We are Portfolio Managers.
We are a registered Portfolio Manager in British Columbia, Canada.
In 1991, after years of managing investments at large institutions, we found that many investors were in a quandary due to the size of their investment portfolios – often too large to be adequately serviced by generic GIC’s, ETFs and mutual funds, yet too small to be separately managed by firms that require a minimum account size of $2 million or more.
To service this unmet need, we opened our doors nearly 30 years ago with the mission to provide independent and tailored investment management to investors of all sizes.
Our Professionals
Harry Lee, BSc, MBA, CFA
President, Portfolio Manager
Harry, a co-founder of the firm, has been in the investment management industry since 1979. Prior to co-founding the firm, he was an Analyst at Odlum Brown Ltd., and an Investment Officer at Canada Trust. He oversees discretionary investment management of both private and institutional clients.
Harry graduated with a Bachelor of Science and a Master of Business Administration from the University of British Columbia. He is a past President and Director of the CFA Society of Vancouver, a member of the CFA Society Vancouver and holds the Chartered Financial Analyst (CFA) designation.
Eva Turner, BA
CEO, Portfolio Manager
Eva, also a co-founder of the firm, specialized as a Trust Officer for The Canada Permanent Trust Company and Canada Trust. She is responsible for the discretionary management of both private and institutional clients.
Eva graduated with a Bachelor of Arts in Commerce from Simon Fraser University and fulfills the requirements for the Canadian Investment Manager (CIM) designation.
Trevor Lee, BA, MSc, CFA
Portfolio Manager
Trevor comes to us after 6 years in Business Intelligence at BCLC. Prior to that, he was a Strategist at a brand consultancy working with some of the world’s largest consumer goods companies.
Trevor earned his Bachelor of Arts from the University of Waterloo and his Master of Science from the Cranfield School of Management. As well, Trevor holds the Chartered Financial Analyst (CFA) designation and is a regular member of the CFA Society Vancouver.
Seth Sherwood, BA, MA, CFA
Portfolio Manager
Seth comes to us from Morningstar in Chicago, IL where he spent the last three years covering the tech sector in the company’s equity research department. Aside from publishing research and analysis on software, semiconductor, and hardware companies, Seth also led the department’s ESG strategy.
Seth earned Bachelor of Arts and Master of Arts degrees from Brigham Young University and King’s College London, respectively. Seth is a Chartered Financial Analyst (CFA) charterholder, a regular member of the CFA Society Vancouver, and also holds an FSA Credential from the Sustainability Accounting Standards Board (SASB).
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