Young Lee

Profile Image
Young Lee

Senior Investment Advisor

Senior Portfolio Manager

CFA

MBA

Working together to help you achieve what truly matters to you

Phone

Office

(604) 482-2414

Office Location

700 West Georgia Street Suite 2000 Vancouver, BC V7Y 1A2. map

Young Lee holds a Master of Business Administration degree where he specialized in Finance (Global Asset and Wealth Management Program) from Simon Fraser University and a Bachelor of Business Administration (Accounting and Finance) from Yonsei University.  He also holds the Chartered Financial Analyst® designation.  Prior to joining TD, Young Lee was a Financial Analyst at IBM and an intelligence officer (Lieutenant) for the Korea Air Force.     

Investments 
Full range of investment options to help clients achieve their financial goals - GIC, Fixed Income, Equity, Mutual Fund, ETF, Commodities, Alternative Investments and Currency Trading  
Tax Planning Strategies
Tax minimization portfolio strategies by structuring an appropriate mix of investments such as return of capital and income from capital gains    
Retirement Planning
Three different retirement strategies: essentials expense (principle protection), lifestyle expense (inflation) and estate assets (growth)
Business Succession Planning
Build a formal succession plan in place to effect an orderly transition  
Insurance Strategies
Insurance strategies that's appropriate for clients and clients’ family  

By working in collaboration with a team of specialists within TD, Young Lee addresses the full scope of investment, wealth and retirement needs, including wealth protection and insurance solutions, estate planning and trust services as well as charitable giving strategies.

Phone

Toll Free

(888) 668-9966

Fax

(604) 482-8427

Branch Phone

(604) 482-8400

Branch Fax

(604) 482-8427

Certificates

CFA

MBA

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

  • Protecting your assets
  • Maximizing your charitable giving
  • Finding tax strategies and solutions
  • Arranging your estate and trust planning

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

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

Putting finances into perspective

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.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

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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Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.

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