Ivan Lee

Ivan Lee

CFP®, CIM®, B.Comm.

Senior Wealth Advisor & Associate Portfolio Manager

Based in the Comox Valley, Ivan advises high-net-worth individuals, business owners, retirees, and families. Ivan has over 20 years of wealth management experience and as a Senior Wealth Advisor & Associate Portfolio Manager, his mandate is to help you preserve and grow your wealth through tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of his business. You can get comprehensive wealth planning with a thorough and careful analysis of your needs and goals. With your retirement plans and present needs in mind, Ivan’s team will build a strategy to help you get the right growth and flexibility.

Ivan is proud to be rooted in the Comox Valley, with strong community and family ties. He and his wife have lived in the region since 2004, raising three children. They are active in local sport, social, and environmental causes. Ivan’s home life, leisure time, and career are embedded here with a deep commitment to clients and their families, and the community at large. He is excited to see that the Comox Valley is a growing community and that many see it as a great place to retire.

Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

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