Our Team

Get to Know Our Talented Individuals


Joeford Lee, B.A., CIM, CFP®, FCSI

Portfolio Manager, Director – Private Client Group
HollisWealth®, a division of Industrial Alliance Securities Inc.
Insurance Advisor
Hollis Insurance

After graduating from the University of Western Ontario, Joeford began his career in the insurance industry. His formative years in all manners of insurance shaped his beliefs in risk management and financial sustainability. Since 1990, he continues to improve his knowledge to better serve his clients in financial planning and investment management.

This dedication has led to an exceptional combination of qualifications held by only 1% of advisors in Canada1. He holds designations as a Canadian Investment Manager (CIM) and Certified Financial Planner (CFP®), is also an Insurance Advisor through Hollis Insurance and is accepted as a Fellow of the Canadian Securities Institute (FCSI). Considered the industry’s highest distinction, FCSI members are recognized for their superior training and industry experience. He is most proud of building multi-decade relationships with his clients and especially honoured with the role of financial quarterback for their families.

 

 

“I had no difficulty in deciding to let Joeford handle my investing. Over the last fifteen years we have had a good relationship and I have learned the hard way the soundness of his advice… All in all, he is a very solid citizen.”

Arthur H.


1 http://manulife.force.com/Master-Article-Detail?content_id=a0Q5000000KDPK0EAP

 

Ellen Mudrick

Licensed Assistant
HollisWealth®, a division of Industrial Alliance Securities Inc.
Hollis Insurance

Ellen Mudrick

A member of Joeford’s team since March 2005, Ellen is currently qualified as a Licensed Assistant and has her Life Insurance License with over 30 years of experience in the financial services industry to deliver outstanding results in a timely, professional manner. Her friendly demeanor, attention to detail, and wealth of knowledge are pivotal in delivering a client experience that demonstrates respect, inspires confidence, and ensures quality.

Ellen devotes much of her personal time to her grandson. Bridge nights, golfing, outdoor walking and movies are just some of her other passions.

Mike Stevens, B.Comm

Associate Investment Advisor
HollisWealth®, a division of Industrial Alliance Securities Inc.

Mike Stevens

Mike joined the JFL team as an Investment Analyst in January 2017, bringing a meticulous set of research and analysis skills to help drive results for our clients. His background in finance began at the University of Guelph where he graduated with a Bachelor of Commerce degree; he has since gone on to complete all three levels of the Chartered Financial Analyst (CFA) exams, as well as becoming a registered Investment Advisor. At JFL Group, his role has evolved from primarily creating and maintaining our investment research processes into being an Associate Advisor to our clients, where he helps to educate them on their investments and assist in finding solutions to other financial challenges. Mike prides himself on ensuring there’s a high level of due diligence behind any of his analysis or recommendations, which he knows goes a long way toward helping clients achieve their goals.

In his downtime, he can usually be found either at the gym, or watching one of his beloved Leafs, Steelers, or Raptors games. When not partaking in something fitness or sports related, he enjoys experimenting with new recipes in the kitchen.

Katy Tien, B.Sc. (Hons)

Associate Investment Advisor
HollisWealth®, a division of Industrial Alliance Securities Inc.

Katy brings extensive experience in client relationships and account management to the team. Prior to joining JFL Group in 2018, Katy was a financial service specialist in a major securities firm. Her key role on Joeford’s team is to enhance client experience, improve communications through creative social media as well as develop educational literature in both English and Chinese. Katy is passionate about wealth planning, and she finds it rewarding to help clients achieve their investment objectives by offering guidance, financial solutions and exceptional service. Katy spent a few years in the Hong Kong real estate industry after graduating from University of Toronto. She enjoys hiking and spending time with her family. Katy is a wanderlust that carried her to many exotic and fascinating destinations.