Bryan Lee graduated from Wilfrid Laurier University with a degree in Economics and Finance. Prior to joining Raymond James, Bryan held roles at several leading Canadian financial institutions, where he worked closely with individuals and families to help them build and preserve wealth.
As Head Trader at Turner Investments, Bryan oversees the trading and execution of client portfolios and conducts ongoing portfolio reviews to ensure investment strategies remain aligned with clients’ goals and changing market conditions.
Bryan is known for his thoughtful, client-first approach and his ability to simplify complex financial concepts. He believes successful financial planning starts with listening and works closely with clients to develop practical strategies that balance today’s priorities with their long-term objectives.
Committed to delivering objective and transparent advice, Bryan takes pride in helping clients make informed decisions and feel confident about their financial future.
Outside of the office, Bryan enjoys maintaining an active lifestyle and spending quality time with his wife, family, and friends.