Our Clients

Who We Work With

Our clients receive personalized services that factor in their lifestyles, circumstances and goals.

Making the most out of your retirement savings.

With retirees living longer, more active lives, it is important to make a retirement plan that works for you, helping you maximize your after-tax retirement income, while protecting your financial security.

  • Lifestyle affordability planning
  • Tax minimization analysis for pensioners
  • Estate transfer optimization
  • Investment strategies for maximum income and cash flow

“For more than 25 years Joeford Lee has looked after our financial interests with great care and focus…Being in our senior years it is more comfortable than ever to know we are in good hands and working with Joeford has given us that peace of mind.”
Jim & Helen B.

The time to prepare for tomorrow is today.

We work closely with high-net-worth individuals and families, understand their goals and priorities, and analyze each client’s financial profile. From building your wealth to customizing your estate planning, we are here every step of the way.

  • “Retirability” readiness analysis
  • Education cost projections
  • Investment strategies to grow net worth
  • Tax planning to lower total family tax liability

“We’ve known Joeford for approximately 20 years…His knowledge, expertise and advice has helped my family achieve our financial expectations. He is a man of high character and integrity, as well as extremely knowledgeable and professional. My wife and I truly appreciate him and will recommend Joeford to anyone who is looking for an advisor.”
Cesare & Angela F.

Letting you focus on what you do best.

As business owners, going through personal and business financial decisions may be more complex. We are here to take care of all the details and ensure your investments work together towards your success.

  • Cash flow optimization to smooth business cycle
  • Retirement planning and protect retained earnings
  • Business succession and continuation planning
  • Tax minimization strategies for the self employed

“I have been a client of Joeford’s for over 15 years, his recommendations have always been tailor-made to my needs and risk-level. I especially appreciate the fact that he explains them in layman’s language so they’re easy to understand for a non-expert like me, and always within the context of the broader economic situation. I would highly recommend him as a financial advisor/planner.”
Angelo M.

Taking control of your wealth and legacy.

With rising economic power and a growing number of financially independent women, we are here to support your financial needs and goals.

  • Retirement planning for independent living
  • Insurance strategies to protect your net worth
  • Customized investments for sustainable lifestyle
  • Tax minimization planning to keep more of your earnings

“I have known Joeford Lee for many years i.e. 1993. I found him very honest, kind, patient, and willing to explain any concerns I may have had. His knowledge of finance is the best I have seen in a long time… I would recommend Joeford to any of my friends if they need any help with money management.”
Linda L.

Investing now can yield big pay-offs down the road

They may not know it, but every Millennial already possesses the best and biggest asset toward becoming a successful investor – time. We help young professionals get started now so their future selves can reap the rewards of compound growth.

  • Providing education on the possibilities of compound growth
  • Leveraging time by seeking out ‘growthier’ investments
  • Harnessing tools like TFSAs and RRSPs to maximize returns
  • Preaching the importance of consistent savings

Contact us for a free, no-obligation introductory meeting, and receive the financial advice that’s right for you.

Contact Us