Joanne Lee has been a financial advisor in Winnipeg and surrounding community for almost thirty years.

In 2016, Joanne joined Richardson Wealth and created Lee Wealth Management Group with her Associate of almost 25 years, Deborah Dyck.

The primary reason for the move is the fact the wealth management industry has changed dramatically over the years and Joanne knows Richardson Wealth is the best place for her and Debbie to best serve her clients.

Joanne advises established entrepreneurs, professionals and families build and preserve their wealth and plan for retirement. She involves and educates the entire family and looks after every aspect of their wealth, encompassing corporate and personal considerations as well as tax-effective transfer of assets to the children.

In her investment process, Joanne selects investment solutions to create balanced, customized, income-generating portfolios for those that are striving towards as well as throughout retirement.

Serving a select clientele, Joanne truly cares about every client and devotes a level of personal commitment and detail-conscious attention that has built many long-standing relationships and lifelong friendships.

For almost 25 years, Deborah Dyck has managed the administrative aspects of Joanne’s business to enable Joanne to focus on managing investments. Deborah handles account maintenance, client documentation, meeting preparation, and retirement projections.

Exceptional service is her trademark – she is fiercely determined to leave no stone unturned to satisfy every client’s requests and needs, even the most challenging. Like Joanne, Deborah really cares about people and knows that every last detail matters.

Deborah has held previous roles at Royal Bank, CIBC Wood Gundy and TD Wealth. In the spring of 2016 she moved with Joanne to Richardson Wealth as part of Lee Wealth Management Group.