Oliver Lee
Managing Director, Advisory Services Insurance at Manulife Wealth
Based in Ariss, Canada
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Seniority
C-Team
Department
Other
Location
Ariss
Industry
Financial Services
Company size
1.4K
Contact information
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o•••••••@manulifesecurities.ca
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Background
About Oliver Lee
Over the last 25 years, I have traversed roles in both the field and within corporate headquarters, empowering me with a strong understanding of the insurance industry across all facets. Currently, I lead the newly created Independent Accountants' Life Insurance Agency as the Vice President Life Insurance and Living Benefits. Our focus is to help the clients of our member firms with their life insurance and living benefit needs. As a leader and industry expert, my strengths lie in my ability to bridge gaps between what customers need and what we have to offer. I am well-versed in tax and estate planning, and highly skilled at translating complex technical concepts into relatable examples that allow others to understand the intricacies of insurance products and services. If we have done business in the past, you’d like more information about Indepdent Accountants' Life Insurance Agency or are interested in collaborating in the future, let’s connect.
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