Senior Investment Advisor
Visit our advisory group website to learn more about our team and approach:
Joanne Lee has been a financial advisor in Winnipeg and the surrounding communities for over 30 years, and with her associate, Deborah Dyck, she created Lee Wealth Management Group.
In her investment process, Joanne selects investment solutions to create balanced, customized, and income-generating portfolios.
Serving a select clientele, Joanne truly cares about every client. She devotes a level of personal commitment and detailed attention that has built many long-standing relationships and lifelong friendships.
We are aware of an ongoing Microsoft service disruption that may affect Outlook email and calendar functionality. As a result, some messages or calendar invitations may be delayed or undeliverable. If you need to reach your Advisor or Portfolio Manager, please contact them through Microsoft Teams or by direct phone call. You can find your Advisor or Portfolio Manager’s contact information here. Please note that all other business systems are functional.
We encourage you to remain vigilant during service disruptions, as threat actors may attempt to take advantage of these situations through phishing emails, text messages, or phone calls. Please remember that Wellington-Altus will never ask you to provide passwords, account credentials, or sensitive personal information, such as your Social Insurance Number (SIN), by email or text message.