Lee Scully is in the early stages of his investment and wealth management career, which was born of a passion for business and investing. His business career started at the ripe age of 12, when he began providing lawncare services to his neighbours in rural New Brunswick. He then became an avid reader of Buffett, Graham, and many other legendary investors and went on to study finance at Acadia University (’21). Lee purchased his first stock at 20 years old and has been learning through experience and education ever since.
Lee’s professional experience covers a range of areas such as retail sales, wealth management, asset management, private equity, equity research, and startup capital management. Through these experiences, Lee has developed an aptitude for investments, making intelligent capital decisions, and most importantly, working with people.
Prior to joining Stephen Bishop & Associates in 2024, Lee was searching for a home in the wealth management industry but struggled to relate to the business models of other firms. Lee then spoke with Stephen Bishop, a long-time contact from his Acadia days, about the industry and instantly realized that Stephen’s client-first model is unique to the space and exactly the kind of place where a truly rewarding career could flourish.
As both a student of the financial world and a student of life, Lee loves meeting new people from all walks of life and getting to know them. In his spare time, when he’s not reading or studying, Lee can be found on the golf course (probably in the woods or in a sand trap), playing every other sport under the sun, or relaxing near/on the water.
Education:
Lee’s educational journey will continue to evolve to meet your financial needs:
- Completed:
- Acadia University (’21) (BBA, Finance major)
- Canadian Securities Course
- Conduct & Practices Handbook