Respecting the Past. Planning for the Future. Leading with Expertise.
For over 50 years, Robert Lee has been a trusted name in Milton, known for dedication to families, businesses, and the local community. Today, RPL Wealth, founded by Brian Farley, carries forward that tradition by honouring Robert "Pie" Lee’s legacy with a modern approach to financial planning and investment advice. At RPL Wealth, we remain committed to stability, trust, and financial confidence—the core values established by our founders. Whether planning for retirement, managing your investments, or building long-term financial security, we’re here to guide you with expertise and care.
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We’re here to answer your questions, guide you through your options, and ensure you have the coverage you need. Contact us today to speak with a friendly member of our team.
Open today | 09:00 a.m. – 05:00 p.m. |
Mutual funds and segregated funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. All other products and services including financial planning services are offered through Robert (PIE) Lee Insurance Agency.
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