Jake Lee
Financial Consultant at IG Wealth Management | Greater Vancouver Metropolitan Area
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Jake Lee is a dedicated Financial Consultant at IG Wealth Management, where he leverages his extensive expertise in strategic financial planning, retirement planning, and estate planning to empower clients on their wealth-building journeys. With a keen understanding of the parallels between financial growth and personal fitness, Jake emphasizes the importance of setting clear goals and maintaining discipline—principles that resonate deeply with his clients.
In his current role, Jake is actively involved in key projects that focus on developing tailored financial strategies for individuals and families, ensuring they are well-equipped to navigate the complexities of wealth management. His proficiency in defined benefit plans and tax optimization strategies allows him to create comprehensive financial roadmaps that align with clients' long-term aspirations. By employing a holistic approach, Jake not only addresses immediate financial needs but also prepares clients for future challenges, helping them build a sustainable legacy.
Jake’s commitment to client education is evident in his proactive communication style, where he regularly shares insights on market trends and investment opportunities. He believes that informed clients are empowered clients, and he strives to demystify the financial planning process. As he continues to expand his knowledge and refine his skills, Jake remains focused on delivering exceptional service and fostering lasting relationships, ultimately guiding his clients toward achieving their financial fitness goals.
Financial Consultant at IG Wealth Management in January 2020 to Present
Senior Financial Advisor at CIBC in January 2018 to January 2020
Mobile Investment Consultant at CIBC in January 2016 to January 2018
Investment Specialist at Scotiabank in January 2015 to January 2016
Financial Planner, Investment & Retirement Planning at RBC Royal Bank in January 2011 to January 2013
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The University of British Columbia, Bachelor of Arts (B.A.)
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Small Business Financial Management
Strategic Financial Planning
Retirement Planning
Estate Planning
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Discover more about IG Wealth ManagementWhat is Jake Lee email address?
Email Jake Lee at [email protected] and [email protected]. This email is the most updated Jake Lee's email found in 2026.
What is Jake Lee phone number?
Jake Lee phone number is (604) 283-0988.
How to contact Jake Lee?
To contact Jake Lee send an email to [email protected] or [email protected]. If you want to call Jake Lee try calling on (604) 283-0988.
What company does Jake Lee work for?
Jake Lee works for IG Wealth Management
What is Jake Lee's role at IG Wealth Management?
Jake Lee is Financial Consultant
What industry does Jake Lee work in?
Jake Lee works in the Financial Services industry.
Jake Lee Email Addresses
Jake Lee Phone Numbers
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