LSBB Family Office
LSBB Family Office
Our mission is to provide our clients with tailored Investment and Wealth Planning, Portfolio Management Advice, Estate Planning Strategies in collaboration with other TD Specialists and other services. We help our clients navigate through their investment decisions, identify risks that may impact their portfolios and educate them on financial strategies.
Our History
Founded in 1993, LSBB Family Office is one of Canada’s leading wealth management teams, with over $5 billion in assets under administration.* Our team of professionals offers over 100 years of combined wealth management experience to draw from and several members of our team hold various designations, accreditations and degrees including:
- CFP® - Certified Financial Planner
- CIM® – Chartered Investment Manager
- CFA® - Chartered Financial Analyst
- FMA – Financial Management Advisor
- FCSI® - Fellow Canadian Securities Institute
- LL.B. – Bachelor of Laws
*$5 billion in assets under management as of April 5, 2023
The heart of our practice
Standing at the heart of our practice is the one-on-one relationship we build with each client. That relationship is based on, and driven by, a strong level of personal trust, communication and understanding.- It covers discretionary and non-discretionary investment planning and lifestyle protection strategies
- Real estate and education funding
- Retirement strategic counsel
- Inter-generational wealth transfer
- Legacy creation
Through our longstanding relationships with accountants, lawyers, estate planning and other professionals, we are positioned to help connect our clients with specialized advice on virtually every aspect of their financial and wealth planning needs.
The value that LSBB Family Office brings to our client relationships
Our goal is to provide our clients with the highest level of personalized client service. Our mission is to use our extensive experience and resources to deliver the highest quality wealth and investment advice to help our clients achieve their financial goals.- Comprehensive written Investment and Wealth Plans
- Tax minimization strategies
- Regular Financial Independence and Retirement Projections
- Portfolio Management: Discretionary or Non-Discretionary with focus on delivering strong risk-adjusted returns while maximizing downside protection
- Estate Planning Strategies
- Educational Savings Strategies
- Access to leading global money managers and independent research
- Access to leading research from analysts at TD Securities and TD Wealth
Latest Video
Learn about Ben Lee and his successful journey at TD over the years.
Responsible Investing
As we remain committed to meeting the unique needs of our clients, we've introduced responsible investment options to better align our strategies with what matters most to you.
