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.

Learn about our services

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, CIM

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 holds the Chartered Investment Manager (CIM) designation. She currently sits on the Finance Committee as well as the Board of Directors for the Health & Home Care Society of BC.

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

Senior Associate

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, and is a Level II CFA Candidate. He is also a member of the Responsible Investing Association and 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