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Benjamin Lee

Senior Vice PresidentPortfolio ManagerInvestment Advisor

  • CFP®
  • CIM®
  • FCSI®

Working together to help you achieve what truly matters to you

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.

A member of the President’s Club for over a decade, a distinction reserved for TD Wealth employees in Canada for 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, 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.


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LSBB Family Office, LSBB|Lee Stuart Bryson Biro|Family Office or Lee Stuart Bryson Biro Family Office is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

ADDITIONAL CONTACT

Toll Free: (877) 474-2813
Fax: (905) 474-3783
Branch Office: (905) 474-5818
Branch Fax: (905) 474-3783

We're redefining private wealth management.

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.

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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Investing in pandemic-driven tech trends that are here to stay

The pandemic has brought a surge in certain technology trends. With vaccines now in sight, which pandemic-driven tech trends may have staying power? And how can investors continue to ride the wave? Kim Parlee speaks with Vitali Mossounov, Global Technology Analyst at TD Asset Management.

How might U.S. tax changes impact Canadians?

President-elect Joe Biden campaigned on a tax policy platform that would raise tax rates on wealthier Americans. Chris Gandhu, a High Net Worth Planner with TD Wealth, talks to Kim Parlee about what changes may be in store and how Canadians with assets in the U.S. can prepare for them

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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