Business Details
29 Years
experience
Your Trusted Financial Partner in Manitoba
Adam Lee Financial has been dedicated to providing comprehensive financial solutions since 1997, combining decades of expertise in investments, tax planning, and insurance. Our team of experienced advisors works closely with Canadian investors of all levels to create personalized strategies that align with individual goals and risk tolerances. With a foundation built on education, transparency, and community trust, we prioritize conservative, client-focused approaches to ensure long-term financial security.Our services span investment management, insurance solutions, estate planning, and retirement strategies, supported by a family-oriented business culture that treats clients as valued partners. By integrating tax optimization techniques with market analysis, we help clients maximize their financial potential while maintaining peace of mind.
Services
Financial Planning
Investment Solutions
Insurance Solutions
Estate Planning
Retirement Strategies
Tax Optimization
Group Benefits
Business Insurance
Details
- Year established: 1997
Highlights and features
- We combine 25+ years of investment expertise with in-depth tax knowledge to create tailored solutions.
- Our team includes advisors with experience dating back to 1969 in financial services.
- We offer a conservative, client-focused approach aligned with individual risk tolerances.
- Family-owned business with deep community roots in Manitoba since 1982.
- We provide comprehensive services spanning investments, insurance, and estate planning.
Services
Financial Planning
Our Financial Planning service helps clients create personalized strategies to achieve long-term financial goals. We analyze your current situation, risk tolerance, and future objectives to develop comprehensive plans that adapt to changing market conditions. Ideal for individuals and families seeking security and growth through tailored investment and tax strategies.
Investment Solutions
We offer customized Investment Solutions designed to grow your wealth while respecting your risk profile. From RRSPs and TFSAs to complex retirement portfolios, our advisors use market analysis and diversification techniques to optimize returns. Our approach balances growth potential with capital preservation for short- and long-term objectives.
Insurance Solutions
Our Insurance Solutions protect what matters most through life, health, and disability coverage. We provide clear, easy-to-understand policies that offer financial security for families and businesses. From critical illness protection to travel insurance, we help clients mitigate risks while maintaining flexibility in their financial plans.
Estate Planning
Estate Planning ensures your assets are distributed according to your wishes while minimizing tax burdens. We help clients organize wills, trusts, and beneficiary designations to protect their legacy. Our strategies focus on preserving wealth for future generations through tax-efficient solutions and business succession planning.
Retirement Strategies
Our Retirement Strategies focus on creating sustainable income streams for life after work. Using goals-based investing, we help clients prepare for travel, family time, or new ventures. We specialize in RRIFs, pension plans, and tax-free savings accounts to ensure financial confidence during retirement years.
People
Jolene Zeghers
Financial Advisor
Jolene brings over 15 years of experience in financial advising, specializing in life insurance and client relationship management. Mentored by industry veterans, she focuses on diversification and risk assessment to create personalized financial plans.
Curtis Zeghers
Financial Advisor
Curtis combines agricultural business expertise with financial planning, offering practical insights into investment strategies. With over a decade at Adam Lee Financial, he emphasizes client education and service-oriented financial solutions.
Rylan Adam
Financial Advisor
Rylan transitioned from tax accounting to financial advising, integrating tax optimization with investment strategies. He specializes in helping clients achieve long-term financial goals through personalized, education-based planning.
Erin Lowe
Financial Advisor
Erin leverages her background in transportation logistics to deliver precise financial solutions. Licensed in mutual funds since 2025, she focuses on administrative excellence and client-centric investment strategies.
Kelsey Adam
Financial Advisor
Kelsey combines teaching experience with financial expertise to simplify complex investment concepts. She specializes in client education and administrative support, ensuring clear communication and personalized service for all clients.
Questions
What financial services do you specialize in?
We specialize in investment management, insurance solutions, retirement planning, estate strategies, and tax optimization for Canadian individuals and businesses.
How do you personalize financial plans?
We analyze your unique goals, risk tolerance, and financial situation to create customized strategies that adapt to changing market conditions and life stages.
Do you serve clients outside Manitoba?
While our offices are in Manitoba, we provide services to clients across Canada through virtual consultations and remote financial planning tools.
What makes your firm different?
Our combination of tax expertise, multi-generational experience, and family-oriented approach creates personalized solutions that prioritize client trust and long-term security.
How can I schedule a consultation?
Contact us via phone at (204) 239-4800 or email one of our advisors directly to schedule a personalized financial consultation at your convenience.
