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J.Paul Lee, CFP, CLU, Ch.F.C.
New Brunswick, Canada
Small business and Professional corporation set up and tax planning and income splitting strategies. Using Life Insurance to tax shelter money inside corporations.
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Entrepreneurship
Small Business
Strategic Financial Planning
Pensions
Estate Planning
Financial Advisory
Member since December 2012
Areas of Expertise
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JL$4.17/min per minuteNew ArrivalFinancial Planning, Business andEstate Planning,J.Paul Lee, CFP, CLU, Ch.F.C. • New Brunswick, CanadaCreated 13 years ago in Business / Getting StartedTwenty years experience and hold CFP, CLU, Ch.F.C. industry designationsJ.Paul Lee, CFP, CLU, Ch.F.C. New Brunswick, CanadaNew Arrival
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DM
I have known Paul for nearly 20 years and worked with him for 4. He is one of the most trusted advisors that I know. You can count on him to make sure all your financial needs are met. Paul goes the extra mile for his clients and truly cares about the financial well being of his clients and their families.
Source: LinkedIn Derek M. Dec 5, 2012
Entrepreneurship
Small Business
Strategic Financial Planning
Pensions
Estate Planning
Financial Advisory
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