Andrew Lee

Senior Cross Border Financial Planner

CFP®, CIM®, MD
Email: alee@mcacrossborder.com
Telephone: 416-477-8159

Andrew Lee

Senior Cross Border Financial Manager

CFP®, CIM®, MD

 
Email: alee@mcacrossborder.com
Telephone: 416-477-8159

Andrew is a Senior Cross Border Financial Planner.

Andrew Lee is a Cross Border Financial Planner at MCA Cross Border Advisors Inc. He has obtained the Certified Financial Planner® (CFP®) and the Chartered Investment Manager® (CIM®) designations. Through his diverse background in healthcare and finance, Andrew has spent his career helping individuals and families in creating holistic financial plans and managing investment portfolios to better reflect each client’s financial goals and specific needs.

Andrew has a proven ability to improve the well-being of his clients through wealth management and financial planning strategies. He also has an extensive educational background. He graduated with a Bachelor of Science Honours degree in Life Sciences from Queen’s University, a Master’s of Science degree in Experimental Medicine from the University of British Columbia, and a Medical Doctor (MD) degree from the National University of Ireland – University College Dublin.

Andrew made the transition from being a physician to a financial planner to focus on his passion for financial health and creating holistic wealth-care plans for individuals and their families.

Andrew believes in the continuation of education to further increase his ability to deliver exceptional advice and service to his clients, and in addition to his current designations is on the path towards becoming a Chartered Financial Analyst (CFA).

 

Education
  • Medical Doctor (MB BCh BAO), University College Dublin, 2013
  • Master of Science, Experimental Medicine, The University of British Columbia, 2009
  • Bachelor of Science (Honours), Life Sciences, Queen’s University, 2006
Certifications & Memberships
  • Certified Financial Planner (CFP®), FP Canada
  • Chartered Investment Manager (CIM®), Canadian Securities Institute
  • Certificate in Derivatives Market Strategies (DMS), Canadian Securities Institute
  • Six Sigma Lean Black Belt Professional (LBBP®), Management and Strategy Institute
  • Certified Kaizen Facilitator, Management and Strategy Institute
  • Licentiate of the Medical Council of Canada (LMCC), Medical Council of Canada

CROSS BORDER PROFESSIONALS

Matt C. Altro

Matt C. Altro

President & CEO

Alex Dubrovsky

Alex Dubrovsky

Vice-President – Investment Services

Sherry Zheng

Sherry Zheng

Vice-President - Tax Services

Elena Trigiani

Elena Trigiani

Manager of Operations

Jonah Ravel

Jonah Ravel

Director - Cross Border Financial Planning

Irina Matco

Irina Matco

Director - Cross Border Financial Planning

Nancy Zheng

Nancy Zheng

Tax Manager

Madhuri Bhat

Madhuri Bhat

Tax Manager

Ilaria Defendi

Ilaria Defendi

Senior Cross Border Financial Planner

Brandon Davies

Brandon Davies

Cross Border Financial Planner

Jessica Lachance

Jessica Lachance

Cross Border Financial Planner

Kelvin So

Kelvin So

Investment Analyst

Lissa Anderson

Lissa Anderson

Assoc. Cross Border Financial Planner

Leanne Milech

Leanne Milech

Cross Border Wealth Strategist

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