Calvin Lee

Calvin Lee
Wealth Solutions Director

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Calvin Lee is the Founder and Financial Services Director of EΛOL (HSBC Life), Singapore’s Premier Agency in Retirement & Legacy Planning. Since 2008, Calvin has built EVOL with a single mission: to help families and high-net-worth individuals retire with dignity and pass on lasting legacies.

Today, our team of certified estate planners have guided more than 15,000 clients with retirement income strategies, CPF Optimisation, wills, trusts & LPAs, and high-net-worth solutions.

Challenges We Solve

  • Retirement insecurity: ensuring income streams that support dignity and independence
  • CPF complexity: maximising CPF benefits for retirement
  • Legacy transfer: structuring wills, trusts & LPAs for smooth wealth distribution
  • High-net-worth needs: preserving and transferring wealth across generations

Career Highlights

  • Singapore Management Awards Master (2023)
  • Digital Agency Leader of the Year (2019)
  • FSMA Leadership: Former President (2019/20), Current Board Of Governor

What Drives EVOL?

At EVOL, we believe financial planning is not about products — it’s about security, clarity, and choices for life’s most important decisions. Our expertise in retirement & legacy planning, combined with the global strength of HSBC, sets us apart as a trusted partner in Singapore.

 

Here’s the thing about Calvin…

I have known Calvin for more than 2 decades. He is a loyal, helpful and sincere friend who always goes all out to help when I am in need. I bought my insurance policies from Calvin because I trust him. Knowing him as a friend, I know that he can be trusted to provide my insurance coverage based on my needs, finance, and risk appetite. Besides insurance, Calvin was also the one who first introduced Will Writing, Lasting Power of Attorney, and Advanced Medical Directives to me and my family. It had eased off many unnecessary hassles when I was processing my Dad’s estate. His all-out service and helpful attitude towards his clients is the asset I like most about him.
— Mak Hoi Foo, Very 1st Client & Long-time friend of Calvin

Calvin’s deep understanding of the Singapore market combined with his honest and objective advice has made the buying and subsequent administration of life and health care insurance much easier for me. He was particularly good when it came to complimenting my corporate benefits program. I would and have recommended him to friends and colleagues.

— Rob Gordon, VP Business Solutions, DXC Technology

Calvin is a person with strong conviction and integrity in both professional and personal relationships. The ability to have a great connection with people and the relentless perseverance he possesses has allowed him to become a great achiever. I had the pleasure of working directly with Calvin during his time in Infineon as well as when he decided to start his new career. His tremendous abilities never cease to amaze me. I trust him.

— Ng Yaw Peng, VP Marketing & Business Development, ARJO Systemslogy