Ting Yu (Joe) Lee, CFA, CFP®

Ting Yu (Joe) Lee, CFA, CFP® has been working in the finance industry since 2014. Ting Yu (Joe) began their career as a Golf Coach at Ok on golf in 2014. In 2017, they joined Sun Life as a Financial Advisor. Most recently, they began working as an Equity Research Associate at Canalyst in 2022.

Ting Yu (Joe) Lee, CFA, CFP® obtained a Bachelor of Arts (B.A.) degree from The University of British Columbia in 2013, majoring in Economics. In 2016, they obtained a LLQP life and helth insurance licensed. In 2017, they obtained a Mutual Fund License from the IFSE Institute. In 2021, they obtained a Chartered Financial Analyst (CFA) certification from the CFA Institute. In 2022, they obtained a Certified Financial Planner (CFP) certification from FP Canada. Additionally, they hold a Canadian Golf Teachers Federation certification.