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Peter Lee, CLU

Chartered Life Underwriter
Financial Security Advisor | Investment Representative

Since July 2003, I have provided Financial Security Planning services that meet client needs and financial goals as a Financial Security Advisor at Freedom 55 Financial: a division of Canada Life. The main service areas are RRSP, RESP and TFSA investments, and life insurance, disability insurance, critical illness insurance, health dental insurance, group health and dental insurance for small business. Through a comprehensive analysis of the client's current finances and life stage, I provide expert advice on creating a financial security plan in the four key areas of the financial security plan: financial security at death, retirement, liquidity, disability and critical illness, and I also provide a variety of insurance and investment products from about 30 financial companies including Canadian major life insurance companies: Canada Life, Manulife and Sun Life through Financial Horizons Group for meeting the diverse needs and plans of clients.
안녕하세요. 이효석(Peter Lee) 입니다. 2003 년 7월부터 Canada Life 산하 Freedom 55 Financial에서 Financial Security Advisor로 고객의 필요와 재정 목표에 맞는 재정안정계획(Financial Security Planning) 서비스를 제공하고 있습니다. 주요 서비스 분야는 RRSP, RESP, TFSA 투자와 생명보험, 장애보험, 중병보험, 건강치과보험, 스몰비지스를 위한 건강치과보험입니다. 고객의 현재 재정과 life stage에 대한 포괄적인 분석을 통해 재정안정계획의 주요 4가지 영역: financial security at death, retirement, liquidity, disability and critical illness에서 재정안정계획 수립을 위한 전문가적 조언을 제공하고 있으며, 또한 고객의 다양한 요구와 플랜을 충족할 수 있도록 Financial Horizons Group을 통해 캐나다 주요 생명보험 회사 Canada Life, Manulife, Sun Life 포함 30여개 금융회사의 다양한 보험상품과 투자상품을 서비스하고 있습니다.


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