We tailor investment portfolios.


Our core service is discretionary investment management where we take fiduciary responsibility of all investment decisions and actions on our clients’ behalf, as determined by their risk tolerance and investment objectives.

We listen to our clients, to understand their individual investment wants and needs. We build bespoke portfolios to meet each’s unique investment profile and objectives.

Learn about our approach

For Individuals & Families

 

We provide individuals and families with the professional care they need to build and protect their nest eggs.

We construct and manage tailored portfolios with individual securities after taking into consideration our clients’ specific investor profiles – their return objectives, risk tolerance, time horizon, liquidity needs, tax and other unique personal constraints.

Portfolios can be held in registered (TFSAs, RRSPs, RRIFs, etc.), or non-registered accounts.

Our services are well suited for the specialized needs of estates, trusts, and committeeships.

For Institutions

 

We provide a direct and accessible manager-to-client approach for trustees, beneficiaries and stakeholders of endowments, charities, non-profits, and small corporations.

Our boutique firm size affords us the flexibility and capability to create optimal investment portfolios for our institutional clients. We work closely with trustees to ensure beneficiaries and stakeholders are always the central focus of the portfolio and its requirements.

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