Lee Mosley has more than 30 years of experience helping business owners and professionals with key decisions around retirement and estate planning. His Personal Wealth Management Strategy™ covers everything from employee benefit programs to shareholder issues, from personal income management to asset growth strategies, and from succession planning to exit strategies.
Lee began his career as an entrepreneur and after living and breathing the challenges of entrepreneurship, turned his career towards helping others establish proactive risk management strategies. He expanded his business to include asset management products in 1995. He earned his Chartered Life Underwriter designation in 2005 and joined Investment Planning Counsel in 2014.
Lee has worked continuously to expand his knowledge and skills. He earned his Elder Planning Counsellor designation in 2007 as a logical next step in his ability to help his clients with estate planning issues and is currently working towards completion of his Chartered Investment Manager (CIM) designation.
Lee is one of the founders, organizers and volunteers behind Operation Big Turkey, an Ottawa community dinner for thousands of people who are down on their luck, new to Canada or just alone and lonely at Christmas. He is also passionately committed to Canada Company—a charity designed to assist our troops returning to civilian life through employment transition programs, scholarships and other initiatives.
Insurance products available through G. Lee Mosley.