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Balanced and long term  management.

Lee, Turner & Associates Inc. is a licensed and registered Portfolio Manager in British Columbia, Canada. We have been providing investment management to private individuals and institutions since 1991. Typical clients include:
  • individual investors
  • personal tax deferral plans (RRSP's RRIF's etc.)
  • non-profit organizations
  • charities

Investment Counselling

We offer objective and professional investment management. We manage our client's funds on a discretionary basis following mutually agreed upon investment objectives. Our services are delivered with integrity and commitment to provide our clients with value and satisfaction.

Portfolio Management

Many investors find themselves in a quandary due to the size of their investment portfolio. It is often too large (over $250,000) to be adequately serviced by retail products such as GIC's and mutual funds, but yet too small to be managed by large institutions that require a minimum account size of $2 million.

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