Lee Raito, CFP, FMA, RLIS
📱1-431-278-8072 ✉️[email protected]
Book a private 1-on-1 Zoom with Lee (Owner of WFG.ca)
• This Is Financial Advice accessible to people & companies through a client-first values-driven approach.
• Mentoring and growing a team of aspiring entrepreneurs growing independent agencies powered by WFG.ca — see if you’re a fit to join the team (no experience required).
💡 Select the meeting that fits best — all sessions are virtual & confidential!
🔗 Ready to start? Let's do this!
Quick Intro or Touchbase 💲♿🎵
15 MIN ZOOM A fast way to reconnect or make an intro.Great for quick questions or updates.Please include your reason for booking so we can make it cou...
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15 minutes
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Partnership Discovery: Building a Business
Tired of trading time for money? Most people have the drive but lack the right vehicle. I am currently expanding my team across North America and loo...
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30 minutes
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Financial Strategy Session
45-60 MIN ZOOM Strategy call for new and existing clients to start, review, refresh, or refine your plan.Let’s see what’s working and what’s no...
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1 hour
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