Our Team
Brian Farley - President, Certified Financial Planner
As a Certified Financial Planner, Brian works directly with clients to assess their financial situation, define their goals, and implement tailored solutions to help them achieve financial confidence. With over 20 years of industry experience, he specializes in making complex financial matters more understandable and providing clear, practical strategies for long-term success.
Brian started his career at The Gryphin Advantage, one of the largest MGAs in Canada, providing guidance and support to over 500 advisors and their clients before launching his own practice. Committed to continuous learning, he has earned his CFP and CLU designations and has been an active Advocis member for over a decade, serving on the board for more than 10 years, including two years as President of the Hamilton chapter.
Dedicated to supporting clients beyond financial planning, Brian works closely with his back-office and administrative team to ensure clients receive the highest level of service. He is also actively involved in community organizations and charities that benefit both clients and the broader community.
Outside of work, Brian enjoys skiing with his family, training in karate—having recently earned his black belt in January 2025—and traveling whenever possible with his wife, Natalie, and their two sons, Austin and Owen. In the summer, you'll often find him relaxing by the pool or cheering on his boys in volleyball competitions. His daughter, Samantha, is currently working hard toward earning her degree at the University of Washington.
Maureen Lee
As Office Manager at RPL Wealth, Maureen keeps the day-to-day operations running smoothly. She supports both clients and advisors by managing schedules, handling client emails and calls, and preparing reports and documentation to ensure client needs are addressed promptly. With strong organizational skills and a positive attitude, Maureen brings a sense of order and calm to a fast-paced environment. She enjoys that every client situation is unique and values the constant learning that comes with the role.
Outside of work, Maureen enjoys reading, live music, stage shows, and walking her dog. Time with friends and family is always a priority.
Diana Fullerton
As Reception and Marketing Assistant, Diana is the friendly voice clients hear first, ensuring they feel welcome and supported. With 20 years of experience, she brings a calm, professional approach to handling inquiries, preparing client meeting reports, and managing transactional paperwork. She enjoys helping clients navigate their financial needs while keeping things running smoothly for the team.
Outside of work, Diana loves reading, yoga, swimming, and exploring nature trails with her pup. Her favorite way to unwind is spending time with family and friends, especially over a great card game.
Bob Lee - Founder, Robert Lee Insurance
Bob Lee began his journey in financial services on January 1, 1975, following a thoughtful conversation with a friend in life insurance management. With a vision to serve his local community, he established Robert (Pie) Lee Insurance Agency, a name that quickly became synonymous with trusted advice in the Milton area.
Over the decades, Bob built a full-service practice offering life insurance, group benefits, annuities, segregated funds, and retirement income planning. He became especially known for his "umbrella concept"—a thoughtful strategy of growing clients’ wealth while simultaneously protecting it with life insurance. His greatest reward has been watching clients realize their retirement goals while supporting them and their families through every life stage.
In 2023, recognizing the importance of succession done right, Bob made the decision to transition the business. After meeting with several candidates, Brian Farley stood out—not just for his technical understanding, but for the empathy, integrity, and passion he brings to client relationships. Bob committed to staying on for two years to ensure a proper handoff, introducing Brian to as many clients and families as possible and continuing to support the legacy he built. He now works closely with Brian Tuesdays and Wednesdays through February 2026.
Outside of work, Bob enjoys time at the family cottage, cheering on his children and grandchildren, and serving as an active member of the Board of Directors for the Milton Sports Hall of Fame and the Milton Oldstars Hockey Club. The financial services industry has brought him a lifetime of friendships, professional travel, and service on numerous advisory boards.
With over 50 years of experience, Bob now looks forward to writing his memoirs—a reflection on a life well lived in business and in family.
Work hard… play harder.