Lee joined Cidel in 2008. He is responsible for developing the Canadian market with specific focus in Ontario. Lee works closely with private clients, families, tax and estate planning professionals on providing holistic planning solutions, with an emphasis on asset management and fiduciary services.

Lee leads the firm’s Qualifying Recognized Overseas Pension Scheme (QROPS) initiative for United Kingdom to Canada retirement plan transfers.

Prior to joining Cidel Lee was the Managing Director of a group benefits consulting and international wealth advisory firm.

He has a Bachelor of Commerce (Honours) degree from the University of Johannesburg, and holds designations for the Trust and Estate Practitioner (TEP®) & the Chartered Investment Manager (CIM®).

Lee is a member of STEP Toronto and is a past Board member of The Federation of Canadian Portuguese Business Professionals (FCPBP) and Giant Steps Toronto.