Adam Lee Financial Service

At Adam Lee Financial, we are committed to providing comprehensive financial solutions to our clients in Treherne, Portage La Prairie, and Winnipeg. With a team of experienced professionals, we offer a range of services tailored to meet the unique needs of each individual, family, and business. Our expertise in investments, taxation, and insurance allows us to provide a holistic approach to financial planning, ensuring our clients achieve their goals and objectives.

Our Story

Adam Lee Financial Services Inc. was founded in 1997 by a group of individuals with diverse strengths and expertise. Over the years, we have grown to become a leading financial services firm in Manitoba, offering a wide range of products and services including GICs, mutual funds, segregated funds, and insurance. Our team of experienced advisors, including Jolene Zeghers and Curtis Zeghers, are dedicated to providing personalized service and guidance to our clients.

Our Services

We offer a comprehensive range of financial services, including:

• Investment planning: We help our clients create customized investment portfolios tailored to their risk tolerance, financial goals, and time horizon.
• Tax planning: Our team of experts helps clients minimize their tax liability and maximize their returns.
• Insurance planning: We provide a range of insurance products, including life insurance, disability insurance, and critical illness insurance, to protect our clients' financial well-being.
• Retirement planning: We help our clients plan for a secure and comfortable retirement, ensuring they can maintain their lifestyle in their golden years.
• Estate planning: Our team helps clients plan for the distribution of their estate, ensuring their wishes are respected and their loved ones are protected.

Our Commitment

At Adam Lee Financial, we are committed to providing exceptional service and guidance to our clients. We believe in taking a conservative approach to financial planning, ensuring our clients' needs are met and their goals are achieved. Our pledge to our clients is to provide personalized service, expert guidance, and a commitment to excellence in everything we do.

Our Team

Our team of experienced advisors and support staff are dedicated to providing exceptional service to our clients. Meet our team of professionals, including Jolene Zeghers and Curtis Zeghers, who are passionate about helping individuals, families, and businesses achieve their financial goals.