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Peter Lee, MBA, CLU

Chartered Life Underwriter
Financial Security Advisor
Investment Representative
Freedom 55 Financial
Peter Lee Freedom 55 Financial

I have been in financial services since 1992 when I started to work for Housing and Commercial Bank in South Korea and have worked as a Financial Security Advisor at Freedom 55 Financial since 2003 to provide a financial security plan for business owners and individuals.

As Chartered Life Underwriter (CLU), I specialize in developing effective solutions for individuals, business owners and professionals in the areas of income replacement, risk management, estate planning and wealth transfer.

I focus on helping clients achieve their goals through careful financial security planning, and working with my clients to create a financial security plan that addresses their concerns in four key areas: financial security at death, living benefits, liquidity and retirement.

Supported by a team of experts

When specialized expertise is required, I have access to a team of professionals associated with Freedom 55 Financial. They specialize in tax, law, accounting, investments, insurance, group benefits, mortgages and financial security planning.