Work History
Edward Jones
Edward JonesSeptember 2014 to Current
FINANCIAL ADVISOR
Daniel F Lee
CFP®
1-165 Manitoba Street, Bracebridge, ON P1L 1S3opens in a new window
Focus Areas
- Retirement income strategies
- Retirement savings strategies
- Special needs financial considerations
- Estate and legacy strategies
- Charitable giving
- Divorce finances
About Daniel
The first step in our partnership is getting to know you so I can understand your values and goals. And then we work together to create a tailored financial strategy to address your unique needs and help you accomplish your goals.
Our team includes myself and Branch Office Administrator, Irene Ursano. Our office is located in Bracebridge, Ontario and is supported by thousands of people and advanced technology at Edward Jones dedicated to providing you with first rate service. And we collaborate with your legal and accounting professionals to ensure everything is working in harmony.
Irene Ursano is the foundation...
Our team includes myself and Branch Office Administrator, Irene Ursano. Our office is located in Bracebridge, Ontario and is supported by thousands of people and advanced technology at Edward Jones dedicated to providing you with first rate service. And we collaborate with your legal and accounting professionals to ensure everything is working in harmony.
Irene Ursano is the foundation...
Work History
Edward Jones
Edward JonesSeptember 2014 to Current
Education
University of Waterloo
University of WaterlooBachelors
Education
University of Waterloo
University of WaterlooBachelors
Personal Interests
- Music
- Hiking
- Board Games
- Community Outreach
- Tennis
Team Members
Irene UrsanoSr. Branch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | 09:00AM - 05:00PM |
| Fri | 09:00AM - 05:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | 09:00AM - 05:00PM |
| Fri | 09:00AM - 05:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Location
BracebridgeMore to explore
Start here
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Setting your path
We use an established process to help you reach your goals.
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