
Personal Information
Krystal Lee
Financial Services Manager
I was drawn to this industry by the desire to build a meaningful career — one where I could truly make a difference in people’s lives. That belief has stayed with me since the beginning of my journey, and it continues to fuel the work I do today.
As a firm advocate for holistic financial planning, I’ve had the privilege of helping many clients shift their perspectives on managing their finances. I deeply believe in the transformative power of comprehensive planning to positively impact lives.
In my early days as a Senior Financial Consultant, I was blessed to experience strong momentum — achieving FasTrack Elite and Quality Club Elite (QCE) within my first three months in 2020. In 2021, I continued pushing boundaries, attaining QCE in the first quarter, followed by Star Club and Million Dollar Round Table (MDRT) by June. I was also honoured to receive the Prudential Award as one of the Top Rookie Financial Consultants of 2021.
Now as a Financial Services Manager, my purpose has grown. Beyond serving my clients, I’m passionate about mentoring and growing a team of like-minded advisors — helping them reach their potential and serve with heart.

Million Dollar Round Table
2022, 2023, 2024
Starclub
2022, 2023, 2024, 2025
Quality Club/ Quality Club Elite
2021, 2022, 2023, 2024, 2025


