Plan for Today. Prepare for Tomorrow.
Sujin Lee Financial Services provides personalized financial guidance to individuals, families, and business owners across Metro Vancouver.
I believe meaningful financial guidance begins with understanding people, not choosing products. By looking at your financial situation, family responsibilities, and future goals, I help you understand how taxes, government benefits, investments, and insurance fit into the bigger picture.
My goal is to make Canada’s financial system easier to understand and navigate, whether in English or Korean, so you can make informed decisions today while preparing for tomorrow.
Sujin Lee
Hello, I’m Sujin Lee.
To me, financial planning is about more than investments or insurance. It’s about understanding where you are today, knowing where you want to go, and finding practical steps to get there.
Whether you’re just starting to save and invest, raising a family, managing personal and corporate finances, or preparing for retirement, your financial needs and priorities are unique.
That’s why I like to begin every conversation with one simple question: “What matters most to you right now?” Your answer helps me understand what matters today and how we can prepare for what comes next.
Real estate is also an important part of the overall financial picture. When specialized guidance is needed, I collaborate with Charley Lee PREC*, a REALTOR® with Pospischil Realty Group. I also work with other financial professionals and, when appropriate, connect clients with accountants, lawyers, and mortgage specialists.
I graduated with honours in Finance from the Beedie School of Business at Simon Fraser University. Before beginning my career in financial services in 2020, I worked in office management, where I gained exposure to accounting, private banking, insurance and estate planning, investment management, and commercial banking.
I believe good financial guidance goes beyond a single meeting. As families grow, careers change, businesses evolve, and retirement approaches, financial needs change too. That’s why I value long-term relationships built on open conversations, regular reviews, and guidance that grows with you.
Above all, I want you to leave each conversation with a better understanding of your financial situation, greater confidence in your choices, and a clearer sense of what comes next.
* Charley Lee PREC — Personal Real Estate Corporation, Pospischil Realty Group. Real estate services are provided separately through his licensed brokerage.