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Tanner Lee, CIM®

Wealth Advisor


Tanner has been with Investment Planning Counsel since 2015. His educational background consists of a Bachelor of Commerce degree along with a Major in Economics from the University of Toronto.
He was able to turn his passion for finance into a reality by completing the Canadian Securities Course and becoming a Wealth Advisor. Tanner’s goal is to always put the client’s needs first – through a detail-oriented approach, he strives to help them achieve their financial dreams. He continues to work in pursuing additional financial designations to enhance his professional development in order to better serve his clients. During his free time, Tanner enjoys playing golf and spending summer weekends at the cottage.
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