Susan Lee CFP

At Mortgage Architects, our mission is to provide personalized financial solutions to individuals and families in Haliburton, Ontario, and surrounding areas. With over 10 years of experience as a certified financial planner and 20+ years in the financial services industry, our expert Susan Lee is dedicated to helping clients achieve their personal financial goals.

Our Services

We offer a wide range of services designed to meet the unique needs of our clients. Whether you're a first-time homebuyer, self-employed, or planning your retirement, we can help. Our mortgage services include mortgages, leases, debt credit, debt consolidation, insolvency, and bankruptcy. We also provide a broad range of mutual fund investment and exempt market products through Keybase Financial Group.

Our investment services are designed to help you create a plan to meet your individual needs and timeline. We offer professional advice on risk measurement, types of risk, investment structures and vehicles, portfolio management techniques, and retirement and estate planning. Our goal is to help you explore your options and give your planning an advantage.

Why Choose a CFP?

As a Certified Financial Planner, Susan Lee has met the standards in education, experience, examination, and ethics set by the Financial Planners Standards Council (FPSC). This internationally recognized credential ensures that Susan has the knowledge, skills, and expertise to provide you with comprehensive financial planning and advice.

Meet Susan Lee

With her ongoing education and commitment to staying up-to-date with current government legislations and industry products, Susan is dedicated to providing personalized service to each and every client. Whether you're looking for mortgage solutions, investment advice, or financial planning, Susan is here to help.

Our Promise

At Mortgage Architects, we are committed to maintaining the confidentiality of our clients' information. We collect and retain information only when we reasonably believe it will assist us in managing your account and services, and in providing products, services, and other opportunities to you. We will use your information to administer your account and to provide the highest level of service possible.