Welcome to Gabriel Lee Edmonton
Mr. Lee began his career as an investment advisor in 1989 with ScotiaMcLeod Inc., a wholly owned subsidiary of Scotia Bank. During his 15 years with that firm, he become one of the largest producers nationally (top 30 of over 1,200 advisors) and was given the title of Director before leaving the firm in 2004. At the end of his tenure with ScotiaMcLeod, Mr. Lee managed over $200 Million in client assets, with both Retail and Institutional clients within his book of business.
Gabriel distinguished himself in the field of Investment Management, earning numerous awards and accolades from ScotiaMcLeod, his peers and his clients. In 1999, he began a 3 year term as Chairman of the National Retail Advisory Committee which set policies and liaised between senior management at Scotia Bank, Scotia McLeod and its Advisors.
Educationally, Mr. Lee earned his Bachelor of Commerce Degree in Finance from the University of Alberta in 1989. He has undergone extensive continuing education in the area of investment strategy and analysis, being one of the first Canadians to attain the designation of CIMA (Certified Investment Management Analyst) from the Wharton School of Business in 1997, and 10 years later, attaining a certificate for the Alternative Investment Program from the same University.
In 2004, Gabriel joined Richardson Partners Financial in Edmonton as First Vice President and Equity Partner. At the time of the firm merging with GMP Capital in 2009, Mr. Lee was the third largest equity holder in the firm amongst the Advisor Partners. During his time at Richardson GMP, Mr. Lee began to see the fabric of investment returns and corporate profits begin to fray, affecting his ability to navigate the fine line between client’s interest and the firm’s profitability. In the fall of 2011, he resigned from Richardson GMP to become more involved as a Director of Active Asia Resources Ltd., a Logistics and Supply Chain company headquartered in Hong Kong. He remains a director of that firm today.
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