Meerae Financial Services

We are affiliated with and sponsored by Canada Life Assurance Company and have provided Financial Security Planning Since 2003.


Peter Lee, MBA, CLU, CHS

Chartered Life Underwriter | Certified Health Insurance Specialist
Financial Security Advisor | Investment Representative


안녕하세요. 이효석(Peter Lee) 입니다. 2003 년 7월부터 Canada Life 산하 Freedom 55 Financial에서 Financial Security Advisor로 고객의 필요와 재정 목표에 맞는 재정안정계획(Financial Security Planning) 서비스를 제공하고 있습니다. 주요 서비스 분야는 RRSP, RESP, TFSA, Life Annuity, 개인 생명보험, 장애보험, 중병보험, 건강치과보험과 스몰비지니스를 위한 그룹건강치과보험, 그룹은퇴저축플랜 입니다. 고객의 현재 재정과 life stage에 대한 포괄적인 분석을 통해 재정안정계획의 주요 4가지 영역: financial security at death, retirement, liquidity, disability and critical illness에서 재정안정계획 수립을 위한 전문가적 조언을 제공하고 있습니다. 또한 고객의 다양한 요구와 플랜을 충족할 수 있도록 자체 브랜드인 “Meerae Financial Services”로 Canada Life 뿐만아니라  캐나다 주요 생명보험 회사의 다양한 보험상품과 투자상품을 서비스 하게 되었습니다.

Since July 2003, I have provided Financial Security Planning services that meet client needs and financial goals as a Financial Security Advisor at Freedom 55 Financial: a division of Canada Life. The main service areas are RRSP, RESP, TFSA, Life Annuity, individual life insurance, disability insurance, critical illness insurance, health dental insurance, and group health and dental insurance and group retirement and savings plan for small businesses. Through a comprehensive analysis of the client's current finances and life stage, I provide expert advice on creating a financial security plan in the four key areas of the financial security plan: financial security at death, retirement, liquidity, disability and critical illness, and I also make self-brand "Meerae Financial Services” and provide a variety of insurance and investment products from not only Canada Life , but also Canadian major life insurance companies for meeting the diverse needs and plans of clients.


Contact me today to learn more


I will look at a group insurance plan design case of a holding company that has several independent operating companies.


February 23, 2023 - Peter Lee

Why group insurance is right for my small business

자녀 생명보험

February 27, 2023 - Peter Lee

Child Life Insurance Planning - Gift for Life Let’s look at some of the ways these policies can help protect your child’s future.


February 22, 2023 - Peter Lee

Tips for buying critical illness insurance.


February 20, 2023 - Peter Lee

Life insurance planning is the process of finding the optimal plan for the client based on the client's purpose of insurance, needs, coverage amount, and financial situation.


February 24, 2023 - Peter Lee

Three strategies for comfortable investing - Landing on the right investment strategy boils down to balancing your expectations for growth with your tolerance for taking risks.