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Lee Schaffer

VP & Portfolio ManagerRBC Dominion Securities Inc.Richmond Hill, Ontario

Why Invest With Lee & The Team?

Comprehensive Wealth Management is what we do!

Lee has been involved in wealth management since the age of 15, after he and his 12-year-old brother inherited their father's estate. At a young age, Lee was left with the primary responsibility of managing the family wealth, and didn’t know where to turn for help.

As a result of his own experiences, Lee decided to pursue a career in wealth management. One of his primary motivations is to help his clients avoid the difficult and costly lessons that he experienced as a youth. This has resulted in an investment discipline for his clients that prioritizes capital preservation and growth that is achieved without taking on any unnecessary risk. Lee's passion to provide his clients with a trusted, friendly and knowledgeable service continues to drive him to this day.

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Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Cross-border Planning Estate Planning Family Business Planning Insurance Planning Investment Planning Real Estate Investing Retirement Income Planning Tax Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Financial Coach Insurance Advisor

Languages ?
Advisors will sometimes have proficiency in languages other than English and French

English

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

Alberta British Columbia Manitoba Ontario Saskatchewan

Certification/Additional Courses ?

CSC®️ CIM FSCI® PFP®

Investment Products Offered ?
Some advisors are able to offer different types of investment products.

Annuity Bond Exchange Traded Fund (ETF) Guaranteed Investment Certificate (GIC) Mutual Fund Security Stock Private Equity

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