Meet The Team
Associate Portfolio Manager
Senior Investment Advisor
Associate Portfolio Manager
Senior Investment Advisor
Originally from Fort McMurray, Sonny Lee grew up in a working-class, second-generation immigrant family experiencing the ups and downs of the energy sector fluctuations during the 80s and 90s. He now resides in Edmonton and fully understands the joys and hardships of both prosperous and lean times.
Sonny graduated from the University of Alberta with a Bachelor of Physical Education degree and holds the Certified Financial Planner (CFP®) and Fellow of the Canadian Securities Institute (FCSI®) designations. He has worked in the investment industry since 2000, helping clients through the tech bubble, the real estate and energy boom and bust, and the subprime financial crisis. His ability to draw on these real experiences and situations provides Sonny with the confidence to assist you and your family with many challenges that could come your way.
Prior to becoming an Investment Advisor, Sonny was an Investment Representative with TD Direct Investing, a Financial Advisor with TD Canada Trust and a Financial Planner with TD Wealth Financial Planning.
When he is not serving clients, Sonny enjoys being with his family and staying active. His two children keep him busy with their activities and he is grateful to be a part of their journey. You will often find Sonny playing hockey, golf, badminton or cycling with the kids.
Client Service Associate
Client Service Associate
Sonia joined TD 5 years ago and quickly was promoted to Financial Advisor in one of the top branches in Edmonton. During her time at the branch providing exceptional service Sonia was able to gain the respect of her colleagues and clients. Sonia looks forward to continuing her exceptional level of service to clients of TD Wealth Private Investment Advice in her current position.
Prior to joining TD, Sonia achieved her Diploma in Hospitality Management at NAIT and Bachelor of Arts in Economics at University of Alberta. In her spare time, Sonia enjoys enhancing her cooking abilities, exploring new food (paired with some great wine tasting) and travelling between mountains and nature.
Additional TD Specialists
Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
