David (Bumjoo) Lee
Phone
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David has been in the financial services industry since 2005 after graduating from The University of British Columbia with a major in Economics.
He brings a diverse range of financial knowledge, with a background in secured lending and international capital markets where he had an opportunity to work for a major investment bank in Seoul, South Korea.
As an Investment Advisor, David believes that a successful client-advisor relationship is built on trust, open communication and mutual respect. His primary focus is to understand client needs, financial objectives, risk tolerance and time horizon.
He can assist each individual, business owner, and retiree to establish their own comprehensive investment strategy that aligns with their goals and values.
David holds the Chartered Investment Manager designation (CIM®) and the Certified Financial Planner (CFP®) designation. He is experienced in advanced investment strategies and is fully committed to assisting clients through their different life stages with a strong focus on financial planning.
David is fluent in English and Korean. In his spare time, he enjoys spending time with his family and new puppy.
Certificates
CFP®
CIM®
Languages
English
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Helping achieve what truly matters to you and your family.
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
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Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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