Sonny Lee, Investment Advisor,Edmonton, AB

Phone

Office

Office Location

TD Tower, 24th Floor 10088 102 Avenue NW Edmonton, AB T5J 2Z1. map

Helping people avoid mistakes and achieve their goals

If you want an Investment Advisor who provides valuable and proactive guidance built on a solid foundation of communication and trust, you’ve come to the right place.

By helping you make rational, educated financial choices, I can steer you clear of the pitfalls that often result from emotionally-charged decision-making. Investors deserve sound, objective financial advice, especially during particularly good or bad times. So my team and I follow a disciplined approach to wealth management and are not afraid to offer candid advice that may at times be uncomfortable to hear – and follow.

My clients have typically accumulated a sizable nest egg that is best managed with professional care. Busy professionals and business owners often seek me out to alleviate the burden of managing the numerous complexities of their wealth.

Caring before credentials

I am educated, knowledgeable and informed, as all Advisors should be. Although I believe that my clients care about what I know, I feel that it's more important that they know that I care.

If you decide to start doing business with me and my team, I anticipate that you will notice that we work with honesty and objectivity and are not driven by sales, revenue or the desire to close a deal.

My credentials include the Chartered Investment Manager, Certified Financial Planner, and Fellow of the Canadian Securities Institute designations. Being an Associate Portfolio Manager, I develop each portfolio one investment at a time, I'll incorporate your financial objectives, risk tolerance, estate planning needs and tax considerations when building out your portfolio. When appropriate, our team engages TD specialists who can assist in Will and estate planning, cash flow planning, banking and insurance planning. Drawing upon the vast resources of the TD Bank Group, we can bring you tailored high net worth planning in the areas of:

A retirement plan
Tax mitigation strategies
Business succession advice
Private banking solutions
Estate and trust services
Customized credit
Asset protection strategies
Philanthropic planning

Phone

Toll Free

1(866) 689-8074

Branch Phone

(780) 448-8280

Branch Fax

(780) 448-8962

Certificates

CFP®

FCSI®

CIM®

Languages

English

Education

University of Alberta

Our structured process

Discovery: We start with a discovery meeting to learn about each other and determine if we're a good fit. Discovery tools help us gain an understanding of who you are and what is important to you. We learn all about your goals, concerns and special circumstances.
Wealth plan & roadmap: Once we've confirmed your near- and long-term goals, we engage TD specialists and external professionals, as your situation requires. You'll then receive a tailored wealth plan and road-map aligned to your goals and risk tolerance.
Implement strategies: We carefully follow your personalized road-map to help you implement the strategies you've chosen, but our work doesn't end there.
Monitor progress: We regularly and proactively monitor your comprehensive financial strategy to ensure that it continues to align with your objectives. We keep you inform

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.

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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning

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.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

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.

Let's Connect

Our structured process

Your Goals, Our Priorities

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.