Meet Susan Lee

With over 10 years experience as a certified financial planner and 20+ years in the financial services industry, Susan is an expert in helping clients meet their personal financial goals. Whether you are a first time home buyer, self employed or planning your retirement, Susan can help.

Thanks to her ongoing education she is up to date with current government legislations and industry products.

Contact Susan


Office: 705.457.3207 / 17 Maple Ave., Haliburton, ON
Fax: 705.457.3607
Cell: 705.457.0028

Book an appointment today!