Brian Y. Lee

Brian Y. Lee is a seasoned professional with extensive experience in client services and account management within the financial sector. Currently serving as a Member Services Specialist at HOOPP since March 2022, Brian previously held various positions at Fidelity Canada from January 2014 to February 2022, including Transfer Agency Processing Representative and Senior Client Relations Representative. Brian’s expertise encompasses processing account transactions, addressing client inquiries, and providing operational support while specializing in Registered Education Savings Plans (RESPs). Brian holds an Honours Bachelor of Arts degree in Philosophy and Economics from the University of Toronto and a Diplome d'Etudes Collegiales in General Social Science from Dawson College.