Peter Lee
Financial Security Advisor @Canada Life
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WORK HISTORY
Financial Security Advisor @Canada Life
Calgary, FR
I help clients achieve their goals through careful financial security planning. I work 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. No plan is the same. Canada Life offers a broad range of products from leading financial companies:• Individual life insurance• Segregated fund policies, RRSPs and TFSAs• Payout annuities, RRIFs and LIFs• Individual disability insurance• Individual critical illness insurance• Individual health and dental insurance• Group insurance and retirement plans• Mortgages
ABOUT PETER LEE
I have been in financial services since 1992 when I started to work for KB Kookmin Bank…
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