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Accountant

OUR STORY

Financial Analyst

WHO WE ARE

Professional

Since 1996, Principle Centered Financial Services Inc. has been working with families and businesses to create tailored solutions to help them achieve their goals

Over 40 years of combined experience Certified Financial Planners Team of experienced people eager to help

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✔ Over 20 years in the financial service industry

✔ Certified Financial Planner

✔ Chartered Life Underwriter

✔ Certified Senior Advisor

✔ Assist clients in making informed financial decisions

✔ Provide peace of mind for future income

✔ Network with Allied professionals to provide comprehensive total needs planning

✔ Minimize tax, Maximize wealth

Personal

✔ Married

✔ Two children – one son, one daughter

✔ Live in Edmonton – Canada’s winter wonderland

✔ Interests include golf, martial arts and serve in my church

Brazilian Real

WHAT WE DO

As one well prepared team, we partner with Canadian Families and Business to help build their financial peace of mind

We are a team who devote ourselves to provide the best client experience each time we come in contact with our valued clients

BUSINESS BELIEFS

  • We believe in being genuine and 100% honest

  • We believe in simplifying complex issues so clients can make bite size decisions

  • We believe if people are given alternatives, they would choose the one suitable for them

  • We believe people value sincere caring input to help lead them to their desired outcome

  • We believe a team approach will serve clients better with all basis covered

  • We believe we can make a difference in the lives of our clients

ADVISORY TEAM

  • Principal – Winson Lee CFP, CLU, CSA

  • Associate Advisor – Scott Pollock CFP

  • Associate Advisor – Jeremy Kwok CFP

ADMINISTRATIVE TEAM

  • Office Administrator – Nerissa Popal

  • Office Staff – Rachel Jeffcoat

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