Contact Us

We are a financial services firm proudly serving individuals and families in the Don Mills community and across the Greater Toronto Area, including North York, Leaside, York Mills, and Scarborough. Whether you’re planning for retirement, protecting your family with insurance, or building long-term wealth, our advisors provide clear, personalized guidance. Please contact our office—we aim to respond to all inquiries within 1 business day or sooner.

 

Derrick Lee- Shanok

E: de*****@**********up.ca

Margareth Lee-Shanok

E: ma*******@**********up.ca

Jamee Lowman

E: he***@**********up.ca

1500 Don Mills Rd. Suite 400 Toronto, ON M3B 3K4

Tel: (416) 875-1836

Fax: (416) 860-7550