Lee Taylor

Lee Taylor, CFP, CIM, currently serves as Principal at Blackstone since April 2022. Prior to this role, Lee held multiple positions at Fidelity Investments Canada from 2004 to May 2022, including District Vice President, where responsibilities included managing the Eastern Ontario territory of advisors and brokers, leading a team, and driving business growth. Earlier experience includes serving as a District Sales Associate and a Customer Service Representative at Sun Life Financial. Lee holds a Certified Investment Manager designation from the Canadian Securities Institute and a Certified Financial Planner designation from the Financial Planners Standards Council. Educational credentials include an Honours BA in Economics from Wilfrid Laurier University and ongoing executive education in Personal Leadership and Success from Columbia Business School.