Felicia Lee of Clarity Planning studied electrical engineering because she wanted a steady job after university. 'I was being practical,' she says.. Get exclusive investment industry news and insights, the week’s top headlines, and what you and your clients need to know. For more from Globe Advisor, visit our
In the Behind the Advice series, Globe Advisor asks advisors about their relationship with money from a young age, lessons learned over the years, and how their experiences influence the advice they give clients. Felicia Lee, principal and certified financial planner at Clarity Planning Inc. in Vancouver, talks about her early experiences with delayed financial gratification, why she studied engineering in university and how she made the transition to financial planning.Growing up in Brunei, my parents would give me pocket money. One thing I craved was these fried chicken drumsticks at the canteen at my elementary school.
I worked as an engineer at Telus Corp. before shifting to marketing and then into business. The company also sponsored my MBA. Later, I got into the business coaching industry before obtaining various financial planning certificates. I started my own company more than three years ago.I am a big believer in investing in skill sets. Some people are surprised when they hear I transitioned from engineering to business to business coaching and then to financial planning.