25
Years
2
Offices
Experience
70M
3
Assets Under
Experienced
Management
Associates
OUR TEAM
Lawrence Lee
Investment Fund Advisor with Investia Financial Services Inc
I immigrated from Hong Kong and have been in the financial planning business over twenty years in Canada. Operating out of two offices, in Edmonton and Vancouver, I personally have over 70 million assets under management. I am an Investment Fund advisor with Investia Financial Services Inc., a wholly-owned subsidiary of iA Financial Group. My mandate is to provide high-quality client-centred financial care. I have FCSI, FMA, STI, CFP, CLU, EPC and PCSG designations and continually engage in professional development, to provide more comprehensive advice and services to my clients. I am a lifelong learner and enjoys my prospective studies at a leisurely pace. After completing a master of Christian Studies and Doctor of Ministry with the Graduate Theological Foundation, I enrolled in the Master of Divinity at Ambrose University. I am also involved with other ministries, served as Director at Canada Chinese Christian Winter Conference, OnTrack Leadership Institution, Morning Star Montessori Centre, as well as Chinese Christian Ministry.
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Kent Lee
Investment Fund Advisor with Investia Financial Services Inc
Kent was born and raised in Edmonton, Alberta, Canada attending numerous local schools in the city including Vernon Barford Junior High and Harry Ainlay High School. After graduating high school, Kent studied Civil Engineering at Macewan University and the North American Institue of Technology for 3 years.
Since then (2019) Kent has been following in his father's footsteps, flying back and forth from the Vancouver and Edmonton branches to manage his father’s clientele. Kent started working for his father’s company early January while studying to attain the necessary qualifications needed to become an Investia Representative.
In his free time, Kent enjoys staying active, seizing every opportunity to hit the slopes. Kent has been snowboarding from a young age and hasn’t missed a season since he started 9 years ago! When the snowboarding season is done, Kent enjoys bouldering and bodybuilding.
Though Kent has completed the aforementioned designations and is now a fully licensed professional, Kent subscribes to continuous professional development to provide a more coherent and comprehensive service to his clients. Furthermore, Kents unique position at his father’s company has allowed Kent to develop himself outside the norm covering a plenitude of skills ranging anywhere from delivering workshop presentations to designing logos or planning company marketing events and even website development.
Grace Ma is a licensed assistant at LL Finance Asset Management, where she coordinates with various fund companies to follow through client’s requests and handles office administrative tasks.
She was born in Guangzhou, China and came to Canada to study at her age of sixteen. Benefited from this special growing environment, she is fluent in English, Cantonese and Mandarin.
In 2016, Grace earned a degree from University of Alberta in Bachelor of Commerce, major in Accounting and Minor in MIS (Management information System). With those 4 years training in BCom, plus the completion in Canadian Investment Funds Course (2018) and Insurance Courses (2019), Grace is able to build relational tables with big data to analyze the needs of clients. Proactively, she contacts clients to set up appointments on behalf of Lawrence and resolve client’s concerns in a timely manner.
Grace understands the market is changing, so does the client's needs. Every summer is a great time to Grace for professional developments. Aiming to provide a well-rounded service to clients at LL Finance Asset Management, Grace is planning to achieve the designation of CFP in near future.
Even though she has been in Canada for over ten years, Grace still has a Chinese-stomach. In her free time, she enjoys searching receipts of traditional Chinese dishes and cooking for her beloved families and friends.
