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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.
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At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.