OUR TEAM
MEET THE TEAM
Our team works diligently to bring you individualized attention in a timely manner. We love what we do, which translates into positive client experiences.
ADVISORY TEAM
Winson Lee
CFP, CLU, CPCA (Managing Partner)
Winson began his financial services career in 1990 when he joined Canada Life in Edmonton. In 2000, Winson established Principle Centered Financial Services Inc. and now has a team working along side him assisting clients in wealth planning and making informed financial decisions. Winson is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and a Certified Professional Consultant on Aging (CPCA).
Jeremy Kwok
CFP, BABF
(Managing Partner)
Jeremy started his path onto finance by completing hands on training to achieve his Bachelor of Applied Finance Degree with Honors. He then joined our team in 2007 and achieved his Certified Financial Planner (CFP) designation two years after working in the industry, making him one of the youngest Financial Planners to accomplish this. Jeremy specializes in creating comprehensive financial plans simple enough for his clients to understand.
CLIENT SERVICES TEAM
Nerissa Popal
(Client Services)
Our high energy, enthusiastic Marketing Assistant Nerissa has worked with Principle Centered Financial Services since 2001. Having also previously worked as an Administrative and Marketing Assistant for two other major financial service firms, Nerissa is one of the is one of the most experienced and knowledgeable assistants in the financial service industry.
Janice Ngu
(Client Services)
Recently graduating from university with a Mathematics major and Business minor, Janice Ngu is a well-rounded individual who is enthusiastic and eager to contribute to team success and client satisfaction at PCFS. Through hard work, attention to detail, and excellent organizational skills, Janice is motivated to grow and excel in the financial industry.
Sarah Popal
(Office Support)
Sarah Popal is an energetic and studious Grade 11 student, responsible for maintaining our digital and physical client databases. Currently enrolled in French Immersion, Sarah is dedicated to her studies while finding time to balance her busy club volleyball schedule. She is a valuable addition to our team.
