Benjamin Lee
Senior Portfolio Manager
Senior Investment Advisor
CIM®
CFP®
FCSI®
Working together to help you achieve what truly matters to you
Phone
Office Location
With over 25 years in the practice of wealth management, Ben Lee holds the following designations: Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®) and Fellow of Canadian Securities Institute (FCSI®), and FCSI® is seen as the pinnacle achievement for financial credentials in Canadian financial services.
Ben joined TD Wealth Private Investment Advice as an Investment Advisor in 1997 after periods of working at another major bank and insurance company. He currently holds the title of Senior Portfolio Manager and Senior Investment Advisor. Ben believes that his talent for nurturing warm personal client relationships, combined with a proven track record for helping clients to grow their portfolios, has earned Ben an enviable reputation for the delivery of sustained results.
Ben believes that his talent for nurturing warm personal client relationships, combined with a proven track record for helping clients to grow their portfolios, has earned Ben an enviable reputation for the delivery of sustained results.
Married with three children, Ben and his family enjoy international travel, skiing and scuba diving.
Phone
Fax
(905) 474-3783
Certificates
CIM®
CFP®
FCSI®
Investing with Impact
The goal is to invest in a collection of industry leaders that are on the right side of change – a sentiment that is expected to grow among investors.
