At The Haunn Group, we have assembled a highly knowledgeable and experienced team to serve our clients in the manner they deserve.
Lee Helkie, CLU, CFP
Senior Investment Consultant
Lee graduated from the University of Waterloo Co-operative Education Program with a Degree in Applied Health Sciences and a Business Minor. She has been in the Financial Services Industry for 14 years advising with Great-West Life and Quadrus Investment Services. She works closely with her financial security advisors on client files making product and allocation recommendations. Her core philosophy for investing revolves around proper diversification and asset allocation. Her first priority is to understand the client and their needs. From there we recommend appropriate solutions. She received her Certified Financial Planning (CFP) Designation in 2000 and her Chartered Life Underwriter (CLU) Designation in 2006.
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Lee graduated from the University of Waterloo Co-operative Education Program with a Degree in Applied Health Sciences and a Business Minor. She has been in the Financial Services Industry for 14 years advising with Great-West Life and Quadrus Investment Services. She works closely with her financial security advisors on client files making product and allocation recommendations. Her core philosophy for investing revolves around proper diversification and asset allocation. Her first priority is to understand the client and their needs. From there we recommend appropriate solutions. She received her Certified Financial Planning (CFP) Designation in 2000 and her Chartered Life Underwriter (CLU) Designation in 2006.