Joe Lee-OweFinancial Consultant
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.