Introducing Lee Wilkinson

With more than 20 years of experience in the financial services industry, Lee Wilkinson advises clients on a broad range of asset accumulation and retirement planning strategies. As a Financial Advisor for Raymond James, located in Red Deer, AB, he focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique.

Before joining Raymond James as a Financial Advisor, Lee worked at another financial services firm for 20 years, where he served as an Investment Advisor.

Offering a wide range of investment services, Lee is committed to helping you achieve your financial goals. Specializing in retirement planning, he works with clients to design investment portfolios to meet their individual needs. Lee offers a comprehensive array of investment alternatives tailored to the needs of each individual investor. These alternatives include mutual funds, equities, ETFs, segregated and alternative funds. Whether you need retirement or education planning, or asset accumulation assistance, Lee will put you – and your needs – first.

Learn more about us

Experience to lead the way

Our combined years in the financial services industry provide you with a seasoned team and a level of knowledge necessary to help you pursue your financial goals and objectives.

EXPERTISE KNOWLEDGEABLY APPLIED

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

RESOURCES VITAL TO SUCCESS

There are many aspects to investing. We provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity.

COMMITMENT WORTH MENTIONING

Established in 1962, Raymond James has grown to become one of the largest, most well-respected independent financial services companies in North America.

Lee Headshot
Lee Wilkinson
Investment Advisor

Raymond James Ltd.

Our History

06/10/2018
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Our Accolades

06/07/2018
Helping you manage your financial success
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Life Well Planned

06/06/2018
Helping you establish and oversee a variety of plans
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About Raymond James

06/05/2018
Trusted and comprehensive guidance to support your needs and corp...
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Investment Strategy

06/04/2018
Trusted and comprehensive guidance to support your needs and corp...
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