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 130 million assets under management. 

I am a Financial 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 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. In the past, I served as the Director at Canada Chinese Christian Winter Conference, OnTrack Leadership Institution, Morning Star Montessori Centre, as well as Chinese Christian Ministry.

Professional Designations:

CFP®, CLU®, FCSI®, FMA®, EPC®, STI®

My name is Grace Lee and I’m an associate advisor at LL Finance Asset Management. I enjoy connecting with clients and hearing about each individual’s personal journeys and experiences. I’m passionate about helping my clients enjoy life and achieve their life goals through saving, investing but also later using their savings in the most efficient way possible. We all work hard to earn money, so I want to help you maximize your dollars and hopefully make your money work for you! My mission is to support your overall well-being by creating and tailoring a financial plan that is individualized for your situation. My goal is to help you with the financial aspects so that you can focus on all the other areas that are important to you.

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I attended the University of Alberta for my undergraduate and master degree. I’ve completed the educational requirements for Certified Financial Planning (CFP) designation and anticipate receiving my full CFP credentials in 2026. I am also licensed to provide insurance services through the Alberta Insurance Council. I am looking forward to continuing my professional development in portfolio management and estate planning to better serve my clients through every stage of life.

Courses completed:

• Canadian Investment Funds (2023)

• Certified Financial Planner Examination (2024); Full designation anticipated 2026

• Life and Accident & Sickness Insurance (2024)

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. Kent has completed his mutual funds license qualification and continues to support the team's service delivery. 

Jill is an Administrative Assistant at LL Finance Asset Management, where she provides administrative and operational support to clients and the advisory team. In her role, she assists with client account documentation, facilitates fund transfers and reporting, while ensuring daily processes are handled accurately and efficiently. With a background in administration and client service, she is committed to providing seamless support and contributing to a positive client experience. Outside of work, she enjoys staying active and exploring a variety of creative interests.