Benjamin Lee

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Benjamin Lee

Senior Portfolio Manager

Senior Investment Advisor

CIM®

CFP®

FCSI®

Working together to help you achieve what truly matters to you

Phone

Office

(905) 474-2813

Office Location

85 Enterprise Boulevard Suite 308 Markham, ON L6G 0B5. map

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With over 25 years in the practice of wealth management, Ben Lee holds the following designations: Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®) and Fellow of Canadian Securities Institute (FCSI®), and FCSI® is seen as the pinnacle achievement for financial credentials in Canadian financial services.

Ben joined TD Wealth Private Investment Advice as an Investment Advisor in 1997 after periods of working at another major bank and insurance company. He currently holds the title of Senior Portfolio Manager and Senior Investment Advisor. 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.

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.

Phone

Toll Free

(877) 474-2813

Fax

(905) 474-3783

Branch Phone

(905) 474-5818

Branch Fax

(905) 474-3783

Certificates

CIM®

CFP®

FCSI®

Investing with Impact

At LSBB Family Office, we are committed to meeting the evolving needs of our clients by providing responsible investment options that help advance ESG issues while generating long-term, sustainable returns.

The goal is to invest in a collection of industry leaders that are on the right side of change – a sentiment that is expected to grow among investors.

LSBB Family Office

Founded over 22 years ago by Ben Lee and Stephen Stuart, our practice has grown steadily and now includes Tara Biro and Wayne Bryson. At Lee Stuart Bryson Biro (LSBB) Family Office we believe that wealth management encompasses far more than day-to-day investment advice.