Major Products and Services:
Marketing and Search Engine Optimization (SEO) services
United States; Canada
Search Ranking, Marketing Strategy, Implementation and Relationship building
Traveling; Personal Growth; Health and Fitness
Bachelor of Commerce in Finance, University of Alberta (1989) Certified Investment Management Analyst, Wharton (1997)
Chairman Council Producer (Scotia McLeod Inc.), Advisory Council Founding Member (Richardson Partners Financial)
Mustard Seed Foundation (Edmonton), Boys and Girls Club (Edmonton),
What do you attribute your success to?:
He attributes his success to his drive for innovation and risk assessment.
How did you get involved in your profession?:
He became passionate about marketing because of his prior insights in deciphering and differentiated great businesses from merely good businesses. Effectively Communicating Value Proposition for a business is vital for growth and success. The internet is the most effective and evolutionary way to level the playing field for any business, regardless of it’s size.
What do you consider to be the highlight of your career?:
I discovered that I could take complex, essential information, simplify and translate it in such a way that allowed decision makers to make decisive and astute choices.
Where will you be in five years?:
In five years, Mr. Lee intends to use his knowledge and profits to enhance the effectiveness of non-profit organisations.
Overseeing sales and client acquisition, as well as outsourcing and coordination
Certified Google Partner (Adwords and Mobile Search); Certified Investment Management Analyst; ABSA Class 4 Power Engineer, Certified Alternative Strategies Specialist (Wharton)
Numerous Sales, Asset Management and Innovation awards at ScotiaMcLeod and Richardson Partners Financial.
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 became 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 more than $200 million in client assets, with both retail and institutional clients within his book of business. He distinguished himself in the field of Investment Management, earning numerous awards and accolades from ScotiaMcLeod, his peers and his clients. In 2004, he accepted an offer to be First Vice-President of Richardson Partners and help launch the Edmonton office as a Founding Partner. In 2012 Gabe left the Investment Advisory business to pursue other aspirations. He remains a Director and holds senior positions at various Private Corporations.