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Meet the Team

Commitment to Value

Adam Lee Financial is currently operating in three locations; Treherne, Portage La Prairie, and Winnipeg, offering such products as GIC’s, mutual funds, segregated funds, and insurance. We have combined our expertise in the investment world with in-depth tax knowledge to tailor unique solutions to a variety of client needs. Taxation has become an integral part of our business as reduction in taxes means an increase in the overall estate.

The founders of Adam Lee Financial Services Inc. came together in 1997 with different strengths which have been tailored to provide expertise not easily accessible with other firms. With the combination of experience dating back to 1969, tax preparation since 1982, and complex market analysis and understanding, client needs are met from all perspectives.

Our pledge to you, our client, is a conservative approach based on your tolerances for your benefit. Thank you for allowing us to assist you in building a roadmap of your financial requirements dating well into the future.

Contact us today to get started


Jolene Zeghers Photo
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Jolene Zeghers

Financial Advisor, Manulife Securities Investment Services Inc.

Jolene Zeghers

Financial Advisor, Manulife Securities Investment Services Inc.
Life Insurance Advisor, Adam Lee Financial Services Inc.

Jolene.zeghers@manulifesecurities.ca

I have two passions in my life: my family, and being a Financial Advisor.

I love what I do as an advisor, and I especially love working as a team.  We have a great group of individuals here, and we all work together and learn from each other. Along with being mentored by an experienced group of investment and tax professionals including my father, I also had the fortunate experience of starting my career as a financial advisor during the 2008 financial crisis.  I definitely did not look at it that way at the time, but I know now that it was an invaluable learning experience. I learned that diversification is essential, and so is being extremely thorough when determining a client's true risk tolerance.  I also realized very early on just how important the relationships we have with our clients are.  Trust and good communication are key, and when clients become friends, I know I'm doing my job well. 

I live with my family in Treherne and love spending time with my husband and boys and extended family.  My work life and home life are interwoven, and I do what I do both for my clients' peace of mind and also for my kids' futures.  Our business is a family business and our clients are our family members, community members and friends.


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Curtis Zeghers

Financial Advisor, Manulife Securities Investment Services Inc.

Curtis Zeghers

Financial Advisor, Manulife Securities Investment Services Inc.
Life Insurance Advisor, Adam Lee Financial Services Inc.

Curtis.zeghers@manulifesecurities.ca

I come from an agricultural background and I have been involved in that industry since I was old enough to reach the pedals on a tractor and see over the dash.  I stayed with it for many years after graduating high school and then receiving a Diploma in AgriBusiness.  While growing up on the farm, attending college, and working in the industry over the years,  I gained a lot of experience in many different areas that gave me a broad base of knowledge of which I am very grateful for.  

When I started at Adam Lee Financial in 2011, I was mentored by some of the best out there who showed me that we are really in a service industry and helping people is the most fulfilling part.  Working in a family business has been such a benefit and has taught me that the relationships we have with our clients are the most important aspect of what we do.  Being a part of this incredible team has helped me gain knowledge across a broad range of financial aspects including tax, insurance and most important of all, helping our clients achieve their goals.    

While I’m not directly involved in agriculture anymore, I still live in the country outside of Treherne and I have been rewarded with my amazing wife and two fantastic boys, who have all taught me so many things and helped make me who I am today. 


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Rylan Adam

Financial Advisor, Manulife Securities Investment Services Inc.

Rylan Adam

Financial Advisor, Manulife Securities Investment Services Inc.
Life Insurance Advisor, Adam Lee Financial Services Inc.

Rylan.adam@manulifesecurities.ca

From a young age, I wanted to follow in my father’s footsteps and join the family business. Once I graduated from high school, I decided to pursue a diploma in business administration at Red River College. I worked at the office during summer breaks from school, and when I graduated from college I started working full time. I started out as an assistant, but in the spring of 2018, I purchased Adam Accounting from my father and became a Financial Advisor with Adam Lee Financial. 

I believe that my knowledge in tax combined with investments and insurance is ideal for my career as a Financial Advisor. There is no better feeling than building relationships with clients and being able to make a positive difference in their financial situation.  

I have always been close with my family and I love the family atmosphere around Adam Lee Financial. When I’m not in the office I enjoy many different activities such as golf, hockey, Belgian bowling, camping, hunting and fishing.


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Christine Munro

Christine Munro

Administrative Assistant, Manulife Securities Investment Services Inc.

Christine.munro@manulifesecurities.ca

Christine joined Adam Lee Financial in 2018 after many years of experience with another financial institution, and looks after administration in our Treherne office with a focus on client relationships and managing administrative processing.   

Christine enjoys living in Treherne and being a part of the community.  Along with her husband and daughter, Christine enjoys many outdoor activities including camping and hunting.


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Kerry Baker

Kerry Baker

Administrative Assistant, Manulife Securities Investment Services Inc.

kerry.baker@manulifesecurities.ca

Kerry came to Adam Lee Financial recently, joining the team in November of 2019.  Prior to working at Adam Lee Financial, Kerry studied psychology at St. Boniface college. 

Even through Kerry is new to the industry, she has excelled in this environment and already takes a lead role in our Portage office, handling appointment prep and administrative processing. 

Kerry lives in St. Claude with her husband and two dogs, and enjoys the outdoors and spending time camping with friends and family.


 

 



 


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Kelsey Adam

Kelsey Adam

Administrative Assistant, Manulife Securities Investment Services Inc.

kelsey.adam@manulifesecurities.ca

Kelsey joined Adam Lee Financial in July of 2020 when she decided to follow in her father’s footsteps alongside her siblings, Jolene and Rylan. She is part of the administrative team at the Portage office and is responsible for contacting clients, organizing the office, maintaining files, and helping with prep work. Prior to this, she had obtained her Education degree at the University of Winnipeg and taught high school Math and English in Glenboro, Manitoba for five years.   

Kelsey loves spending time with her family and friends, and she enjoys hockey, Belgian bowling, camping, and travelling. As she also loves scrapbooking and photography, she has been taking photos at our annual Adam Lee Financial Christmas Party since its inception in 2013.


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Michelle DeDecker

Michelle DeDecker

Administrative Assistant, Manulife Securities Investment Services Inc.

michelle.dedecker@manulifesecurities.ca

Michelle joined Adam Lee Financial in 2003 and has been an integral part ever since.  She manages administrative processing and excels in personal tax preparation for Adam Accounting.  

Michelle lives in Treherne with her three boys and enjoys making her community a better place by donating her time and experience to many community foundations.



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Carol Baete

Carol Baete

Administrative Assistant, Manulife Securities Investment Services Inc.

carol.baete@manulifesecurities.ca

Carol joined Adam Lee Financial in 2000 and assists with appointment prep, office organization, customer service and administrative processing. She also works with Adam Accounting during tax season, with a focus on medical expenses. 

Carol lives on a farm near Bruxelles with her husband Michael where she enjoys working with their cattle, chickens and spending time in her garden. Her children live close to her and she loves babysitting her grandchildren.




 


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Hannah Bennett

Hannah Bennett

Administrative Assistant, Manulife Securities Investment Services Inc.

hannah.bennett@manulifesecurities.ca

Bio coming soon!