About Lawrence Lee

Lawrence immigrated to Canada 25 years ago, is married to Sharon, and has two lovely kids, Grace and Kent. He has been in financial planning business over twenty years.

He is an Investment Fund advisor with Investia Financial Services Inc., a wholly-owned subsidiary of iA Financial Group, Investia offers you a full range of mutual fund and segregated fund products and services to meet your savings and retirement needs.

Operating out of two offices in Edmonton and Vancouver, Lawrence personally manages over 70 million in asset. Lawrence’s mandate is to understand and provide high quality client centered financial care. Lawrence has completed numerous designations (FCSI, FMA, STI, CFP, CLU, EPC, PCSG, see Appendix 1 for full designation titles) and continually engages in professional development, to provide more comprehensive advice and service to his clients.

In his free time, Lawrence enjoys hiking, golfing, and eating good food. His other passion is
developing personal growth through the Personality Factor Profile (PFP; MBTI/DISC). Lawrence conducts workshops and counsels individuals through the interpretations of the personality surveys.

To deepen his understanding on Christianity, Lawrence has completed a diploma in Leadership with Carey Theological College. He has successfully finished his Master of Christian Study and Doctor of Ministry with a focus on spiritual direction, contemplation and personal spiritual development. He is now pursuing a Master of Divinity with Ambrose University. Lawrence is a lifelong learner and plans to enjoy his prospective studies at a leisurely pace.
 

Lawrence attends South Edmonton Alliance Church and has served on the church’s Elder Board. He is also involved with other ministries, served as Board of Directors at Canada Chinese Christian Winter Conference, OnTrack Leadership Institution, Morning Star Montessori Centre, Institute for Christian Action and Contemplation and Chinese Christian Ministry.