About 

Felicia Lee

BASc, MBA, CFP®, CKA®, CLU

Founder

Felicia Lee

Founder

BASc, MBA, CFP®, CKA®, CLU

I’m usually not someone’s first planner. People come see me when they need to graduate to the next level of financial planning.

Before becoming a financial planner, I spent 6 years as a business coach to over 200 business owners who grossed between $200K – $5M. This gave me a front row seat to noticing how making money doesn’t always translate to keeping the money.

I watched many smart people generate good revenue, while on the flip side, not being strategic about what to do with the money they were making, to live the flexible future that they most wanted.

I got into financial planning because I noticed that as my client’s finances grew and they were working harder, they weren’t sure they were gaining ground financially to meet the future that they envisioned for themselves.

My approach to financial planning may look different from your typical financial planner. For starters, my insight as a business coach and the tested ability to navigate the complexities of growing a business or practice is married with financial planning competencies.

With my engineering background, my left brain is trained to analyze, evaluate, and create solutions, while my right brain is seasoned from years of coaching to help you clarify and navigate to the big picture.

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Certified Exit Planning Advisor
Family Enterprise Advisor

Get in
touch with us

No pressure. No sales pitch. No cost. No obligation. Just a friendly conversation with the goal of getting to know each other and to explore whether or not we are a fit to work together.

Suite 300 – 1275 West 6th Avenue
Vancouver, BC
V6H 1A6

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