Stephen Lee

About Stephen Lee

Stephen Lee , CFP®, is an Associate at Succession Strategies Group, working with clients to provide financial advisory services. He is also a CFP® professional Ambassador, representing the designation at various events held throughout Academic Institutions across Ontario.

Don’t Leave the Bat on Your Shoulder- Business Owners Scoring on IPP’s

'Living the Dream' For those that do not know me that well, I love sports.   Last year, I had an opportunity to live out a dream of mine, which was to play an actual baseball game at the Skydome (now Rogers Centre). Growing up, players imagined hitting a game winning home run and I [...]

By |June 6th, 2017|investment planning, succession planning|0 Comments

Family Meetings – The Key to Having Harmony in a Family Business

Equal Does Not Always Mean Fair In our experience, when it comes to succession planning for a family business, parents have a tendency to treat children equally. We’ve found that equal doesn’t always mean fair. The difference between equal and fair can sometimes lead to the demise of the family business. In our previous [...]

By |June 15th, 2016|family meeting|0 Comments