Brad Lee

Background

About Brad Lee

Brad Lee has always had a financial plan — even before he realized he was a financial planner. As a kid in Greater Vancouver, shopping at Army & Navy, Brad really wanted the latest Adidas sneakers — the ones with the iconic three stripes. When he asked his mom for a pair, she didn’t flinch, said “we can’t afford those. You’d better start saving.” There was only one thing to do: he got a paper route. Rain or shine, Brad delivered newspapers — and made deals with customers to cut their grass and watch their pets — until he’d earned enough to buy the shoes himself. It was his first real lesson in goal-setting, and living within a budget — not just wanting something, but making a plan and working for it. That mindset never left him. Brad didn’t set out to become a financial planner, first he achieved a Master’s degree in Agricultural Economics and became a business owner. Financial planning gradually grew through interaction with community. Years of volunteering, racing, and directing in Penticton’s triathlon scene helped him build deep local roots. When a fellow triathlete suggested he consider financial planning, Brad realized he’d already been doing it — informally helping friends understand RRSPs and make smart money decisions, long before he knew it could be a career. Today, having earned the CFP designation, Brad works with Cardiff Lee & Associates to help clients across the Okanagan — especially business owners, professionals, and farmers — feel confident about the future they’ve worked so hard to build. Many arrive with hesitation: “Can I afford to slow down?” “What if I run out?” “Is it too soon to help my kids?” Brad’s gift is helping them shift that mindset — to see that with the right plan, they don’t have to choose between feeling secure and living fully. He doesn’t talk down or gloss over the details. He teaches. He explains. He listens. That is what the adult children of clients say about Brad when they become clients. Whether he’s guiding a client through a tax-smart retirement strategy or encouraging them to finally take that dream trip, Brad shows people how to let their money start working for them — so they can enjoy the life they’ve earned.