Linh Lee, CFP, PFP
Senior Financial Planner
Let's work together to achieve your financial goals
Ways I can help you
As a dedicated financial planner, I find fulfillment in understanding your priorities and assisting you in achieving them. I believe in a dynamic approach to financial planning, tailoring strategies to meet your personal and financial needs. My goal is to craft a comprehensive plan that aligns with your objectives, helping to navigate a path forward toward achieving financial success.
Reports & Insights
Global Investment Outlook
For more on our current view and outlook, consult The Global Investment Outlook.
Economic Outlook
Produced by RBC Global Asset Management's Chief Economist Eric Lascelles, the #MacroMemo covers what's on our economic radar for the week.
Discover & Learn
2023-11-23T06:00:09
Should You Pay Down Your Mortgage or Invest?
The reality is that choosing between investing and paying off a mortgage isn't always a simple decision. When interest rates are high, deciding whether to pay off your mortgage or invest cash reserves can be challenging, but you do have options. #ValueofAdvice
2023-11-21T05:35:03
Tax-planning strategies for a high interest rate environment
What can investors keep in mind when it comes to tax season in today's high interest rate environment? In this #podcast, RBC GAM's Stu Kedwell shares some key tax-planning strategies. Listen:
2023-03-30T12:22:55
2023-federal-budget.pdf
Les grandes lignes du budget fédéral 2023 : Mesures fiscales susceptibles de vous concerner