Gerald Lee CMA CFP

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190 Cardigan Lane
Moncton, NB E1C 9M8
+1 (506) 382-3368
http://www.geraldlee.ca

Gerald Lee CFP RRC is a seasoned financial planner based in Moncton, NB, with over 25 years of experience in providing tailored financial advice to individuals and families. His comprehensive approach covers various aspects of financial planning, including investment advice, retirement planning, education funding, and estate planning, ensuring clients receive personalized strategies that meet their unique needs.

Operating independently, Gerald Lee focuses on service rather than sales, leveraging a team of specialists to enhance client experiences and outcomes. His commitment to regular communication and timely insights empowers clients to navigate their financial journeys with confidence and clarity.

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