Home Partners and Management Shane Lee
Shane Lee

Shane Lee

Director & Senior Financial Planner
BComm, CFP

Shane is a Certified Financial Planner® with over 30 years experience in banking and finance backed by a Bachelor Commerce and a Diploma of Financial Planning.

Shane joined BMO in 2002 where he helped established the financial planning and become a Director of BMO Financial Solutions. He provides a range of services including wealth creation strategies, investment planning, budgeting, life insurance and aged care planning.

Shane and wife Barb have two daughters, and outside of work he enjoys training for the next triathlon event.

Print Friendly, PDF & Email