Founded in 2012 by Don Schrette and Frank Lee, Schrette & Lee Wealth Management is an independent advisory firm focused on providing holistic financial guidance. They specialize in integrated wealth management, which encompasses investment management, comprehensive financial planning, risk management, and tax & estate planning. The firm primarily serves affluent families and business owners in Western Canada. Schrette & Lee Wealth Management is a trade name of Wellington-Altus Financial Inc., which is a member of the Canadian Investor Protection Fund (CIPF) and regulated by the Canadian Investment Regulatory Organization (CIRO).

Founded in

United States