With over 25 years in the practice of wealth management, Ben Lee holds the following designations: Certified Financial Planner (CFP®), a Chartered Investment Manager (CIM®) and a Fellow of Canadian Securities Institute(FCSI®), which is the pinnacle achievement for financial credentials.
A member of the TD Wealth President’s Club – a distinction reserved for the top 30 performing TD Portfolio Managers and Investment Advisors in Canada, he joined TD Wealth Private Investment Advice as an Investment Advisor in 1997 after periods of working at another major bank and insurance company.*
Ben believes that his talent for nurturing warm personal client relationships, combined with a proven track record for helping clients to grow their portfolios, has earned Ben an enviable reputation for the delivery of sustained results.
Married with three children, Ben and his family enjoy international travel, skiing and scuba diving.
*President's Club is awarded to those meeting or exceeding business financial goals as well as maintaining a high level of professional business conduct throughout the year and consistently demonstrating integrity and the highest ethical standards.
LSBB Family Office is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.