portrait of Daniel F Lee
FINANCIAL ADVISOR

Daniel F Lee

CFP®, DFSA™
1-165 Manitoba Street, Bracebridge, ON P1L 1S3opens in a new window
CallSend Me a Message

Focus Areas

  • Business owner considerations
  • Intergenerational planning
  • Retirement income strategies
  • Special needs financial considerations
  • Estate and legacy strategies
  • Business retirement plans

Personal Interests

  • Camping
  • Cycling
  • Gardening
  • Hiking
  • Art Museums

Team Members

  • Irene Ursano
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(705) 645-4844

Fax

(877) 314-6592

Office Address

1-165 Manitoba Street
Bracebridge, ON P1L 1S3opens in a new window

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