About

Entrepreneur’s Wealth Council —
the missing piece for a great team

Jake Lee, CFP
Jake Lee, CFP
Senior Financial Consultant
IG Wealth Management Inc.  ·  British Columbia & Alberta
View my official IG profile →
Why entrepreneurs

Complexity is opportunity — in business and in wealth

Being an entrepreneur is hard. There’s no real work-life balance, no one else to hand the hard decisions to, and being your own boss means being responsible for everything.

But what sets entrepreneurs apart is how they see that reality. Where others see hassle and roadblocks, entrepreneurs see opportunity — for growth, for outsized success, for building something bigger than themselves.

Financial planning for a business owner works exactly the same way. The complexity that comes with owning a business — corporate structures, multiple income streams, tax considerations most employees never encounter — isn’t a burden. It’s where the real opportunity lives. It opens the door to strategies and advantages that simply aren’t available to anyone else.

That’s exactly why I choose to work with entrepreneurs. You already know how to turn complexity into opportunity in your business. My job is to make sure your wealth gets the same treatment.

My path to here

I don’t just advise entrepreneurs. I am one.

Before joining IG Wealth Management, I spent several years in banking, worked at a brokerage house, and briefly in accounting. Each of those roles taught me something different about how money actually moves — and where the gaps are.

But looking back, I was always an entrepreneur myself. I’ve always been drawn to building something, to spotting inefficiencies in the market, and to finding ways to add real value to people’s lives. Financial services just happened to be where I found the biggest opportunity to do that.

That’s part of why I understand entrepreneurs the way I do. I’m not just advising business owners from the outside — I am one.

Outside the office

Family, first and always

I live in the Lower Mainland with my wife and our two boys. When I’m not working, you’ll usually find us out camping, fishing, or riding bikes together as a family.

I care about this work partly because I understand what’s at stake for you outside of it too — the freedom to actually be present with the people who matter, not just provide for them.

How I work

What you can expect from me

💬
Clear communication
No jargon, no runaround — just straight answers about where things stand.
🔧
Bespoke planning
Built around your specific situation — not a template or a product shelf.
🎯
Informed decisions
A real commitment to making sure you always feel like you’re making an informed decision.
Official profile

View my full credentials

My official IG Wealth Management profile includes my full credentials, regulatory information, and compliance disclosures.

Jake Lee, CFP  ·  IG Wealth Management Inc.

Credentials, regulatory information, and compliance disclosures
Visit IG profile →
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