Jake Lee, CFP
IG Wealth Management
About
A different kind of financial advisor —
built for entrepreneurs
Jake Lee, CFP
Senior Financial Consultant
IG Wealth Management · British Columbia & Alberta
View my official IG profile →
My approach
Comprehensive planning, not just a portfolio
Too many business owners end up with a collection of advisors — a CPA here, a lawyer there, a financial advisor somewhere else — who never talk to each other. The result is a financial life full of gaps, conflicts, and missed opportunities.
My job is to change that. I coordinate every aspect of your financial picture — investments, tax strategy, mortgage, estate planning, retirement — so everything works together as a single, coherent plan.
I work with the IG Living Plan framework, which means your plan is built around your life, not a product shelf — and it adapts as your circumstances change.
What I help with
Every dimension of your financial life
01
Tax planning
Proactive strategies to help you keep more of what you earn — salary vs. dividend mix, RRSP timing, and CRA-approved deductions.
02
Investment growth
Access to a broad range of investment products with asset location strategies that reduce unnecessary tax drag across TFSA, RRSP, and corporate accounts.
03
Retirement income planning
A strategy to maximise your RRSP, IPP, and other income sources so you can maintain your lifestyle — today and in retirement.
04
Estate planning
Making sure your wishes are carried out and your wealth transfers to the people you love in the most tax-efficient way possible.
05
Mortgage strategy
Integrating your mortgage into your overall financial plan so it helps you reach your goals faster, not slower.
06
Business owner planning
Integrating your personal and business financial plans — including holdco structures, succession planning, and LCGE strategy.
How I work
What you can expect from me
Proactive, not reactive
I reach out to you before problems arise — not just at tax time or when markets drop.
Your whole team, coordinated
I work alongside your accountant, lawyer, and other advisors — not in a silo.
Transparent and fiduciary
You always know what you’re paying and why. My advice is driven by your goals.
Built around your life
Your plan adapts as your business grows, your family changes, and your goals evolve.
Official profile
View my full credentials
My official IG Wealth Management profile includes my full credentials, regulatory information, and compliance disclosures.
Ready to talk?
Let’s find out what your wealth is really doing
Start with the free Wealth Leak Estimator to get a personalised picture of where your money may be leaking — then book a call and we’ll walk through it together.