Philip Lee

Background

About Philip Lee

Philip is a proud member of the Donaldson Lanphear Investment Team at Odlum Brown. Odlum Brown is a full-service investment firm that has been helping clients achieve their financial goals for 100 years. The Donaldson Lanphear Investment Team provides investment advisory services for individuals, professionals, business owners, corporations and trusts. The team guides their clients, helping them to preserve and grow their assets over multiple generations. As a direct result of the team’s commitment to their clients, Paul Donaldson, supported by the other members of the Donaldson Lanphear Investment Team, was ranked #8 on Canada’s Top Wealth Advisors 2022’s list of Best in Province advisors for British Columbia, presented by The Globe and Mail. Philip joined Odlum Brown in 2008. With over 15 years of experience in the banking and investment industry, Philip works with the team to provide assistance with portfolio strategy and asset allocation for customized portfolio construction based on a client’s risk tolerance and goals. Philip completed his Bachelor of Business Administration (BBA) in 2001, obtained the Canadian Investment Manager (CIM) Designation in 2010, and completed the Derivatives Fundamentals and Options Licensing Course in 2012.