Murray Lee

I provide independent business owners and professionals with exceptional service and sound advice to help meet their diverse needs in the areas of information technology, staff training, group benefits, investment, succession planning, credit, and personal wealth management. I also act as a resource for independent business owners in referring them to money making (investment) and money saving (usually tax related) opportunities. I work closely with a team of other professional advisors to help clients put together tax efficient estate and financial plans. I also help business owners to put together and structure a tax efficient succession plan or connect them with the qualified advisors required to take a firm public or prepare it for sale. With extensive business development experience with business-to-business relationships in the information technology, financial services, and communications industries, I am positioned to add exceptional value to your team. Contact me today to discuss how I might help you to achieve your goals.