Joseph M Lee Son

Joseph M Lee Son, CFP, FIC, is an experienced Certified Financial Planner with a career spanning over two decades in the financial services industry. Currently serving at Serenia Life Financial and Oaktree Wealth Strategies since 2018, Joseph has held various roles at prominent firms including Manulife Securities and RBC. Joseph's educational background includes a BA in Economics and a BSc in Biology from St Mary's University in Halifax, Nova Scotia, along with a CFP designation from the Financial Planners Standards Council.