Felicia Lee

BASc, MBA, CFP®, CLU®, CKA, FEA®, CEPA®, TEP

Felicia helps business owners, incorporated professionals, and families be strategic with their profit. Previously, she spent 6 years as a business coach to over 200 business owners who grossed between $200K and $5M. This gave her a front-row seat to noticing how making money doesn’t always translate to keeping money.

With a background in engineering, Felicia is trained to analyze, evaluate, and create solutions, while her empathetic coaching approach helps clients clarify and navigate their financial big picture. She lives in beautiful Vancouver, BC with her husband, two teen daughters, and Cooper, their chill Havanese doggie.