Tony Lee is the Assistant Vice President of Tax, Retirement and Estate Planning for the Western Region of Canada. As a member of the Manulife Team, Tony works closely with Manulife insurance advisors to support their high-net-worth clients to deliver integrated insurance and tax planning solutions.
Tony joined Manulife Financial in 2022 after spending over 15 years in public practice where he specialized in tax and business succession planning for high-net-worth clients. Prior to joining Manulife, Tony was a Senior Tax Manager at a large Canadian Bank on their Wealth Management team.
Tony is a member of the CPA Canada, CPA British Columbia, the Canadian Tax Foundation and the Society of Trust and Estate Practitioners. Tony has recently completed his Masters of Law in Tax Law from Osgoode Hall Law School.