Our Team

Joe started his career on the supply side of the Financial Services industry working various roles with a few different Chartered Financial Institutions and eventually transitioning to a specialized role within the investment side of the industry. In this role, Joe was exposed to Financial Advisors in a variety of different practice structures and personalities. This allowed him to discover that his real passion lay in working with individuals and families to achieve their financial goals and giving them the best possible experience while getting there. He partnered with an established advisory team to learn the business from the inside out and eventually took on the lead role himself. A true problem solver, Joe enjoys finding unique and creative means of resolving client financial issues — whether it be retirement, tax or estate planning. Joe is a people person through and through which is why his meetings are as much about connecting with clients personally, as they are about helping them find a path forward. When not in the office, Joe spends his time coaching soccer and traveling with his wife and kids.

Insurance products available through Joseph Lee-Owe.

Financial planning is not just about numbers; it's about empowering individuals to take control of their present and future by creating a life of financial well-being, peace of mind, and the freedom to pursue your passions.

With a strong background in Financial Services spanning 14 years. Ben strives in helping clients achieve financial security by eliminating the guesswork from their present and future financial goals. With his expertise in financial planning, investment planning, and retirement planning and funding, and a genuine desire to make a positive impact on clients' lives, he is committed to delivering exceptional service that caters to your unique needs and goals.

Beyond his professional pursuits, he can be found enjoying his hobbies such as hockey, snowboarding, traveling, and gardening.

Carrie joined the Financial Services industry from a career in hotel management where she did it all! She managed a staff of 30 people, was an administrator extraordinaire, successfully led the hotel with ‘A’ level inspection ratings and took on the project management role for renovations and demolitions. She has an eye for style and loves interior design almost as much as she loves ice cream! Which is why you will find her in a kickboxing or spin class during her free time when she is not hanging out with her daughter and best friend of 19 years.

Zuzana started her career as a Financial Planner in Slovakia before she moved to Canada with her husband and daughter, almost 14 years ago. She continued to build on her experience in the financial field working with one of Canada’s largest brokerages providing support to a multitude of advisory teams. In her free time, Zuzana has a very active lifestyle and enjoys the arts, music, and performing traditional Slovak folk dances and songs. When Zuzana is not in the office, she can often be found at the top of one of the peaks in the Rocky Mountains.

Mira brings extensive Financial Administration and Financial Planning experience from previous roles with a few different well established advisory offices in Calgary. This real-world experience & strong work ethic coupled with a Bachelor’s degree in Commerce with a major in Business allows Mira to provide clients with an exception experience, ongoing support and a high-level of client service.

When Mira is not working, she loves spending time with family and friends, enjoying long walks and hiking.