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Benjamin Lee

Portfolio ManagerInvestment Advisor

  • CIM®
  • CFP®
  • 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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