Skip to main content

Ivan Lee

Investment AdvisorVice President

  • B Comm.
  • CFP®

"Our discovery and wealth management approach is driven by what matters most to you"

I provide comprehensive wealth management and advice for higher net worth individuals.  Our team specializes in retirement analysis with a focus on investments.  I also factor in taxation issues, estate planning strategies, and other critical areas vital to a successful financial plan. I began my career with TD in 2000 after graduating from the University of Alberta with a Bachelor of Commerce. I started with TD Direct Investing where I have obtained various investment designations and licenses. I have been advising TD Wealth clients on Vancouver Island since moving in 2004.

Certifications / Licenses / Designations 

Certified Retirement Specialist

Certified Financial Planner (CFP)

Professional Financial Planning Course (PFPC)

Derivatives Fundamentals Course (DFC)

Options Licensing Course (OLC)

Conduct & Practices Course (CPH)

Canadian Securities Course (CSC)


Recognition / Honours / Awards 


2016 - Comox Valley Minor Hockey Association - Coach of the Year

2015 - TDBFG - Vision in Action Award Recipient*

2008, 2010, 2011, 2014, 2015 - 5 x TD Wealth Merit Award Winner*  

2014 - Comox Valley Chamber of Commerce - Top 40 under 40 award recipient*


*Vision in Action is the highest form of individual recognition a TD employee can receive. Recipients are chosen because they embody the spirit of TD's Guiding Principles.

*Merit rewards sales employees who meet and exceed the business unit's criteria, consistently deliver legendary experiences and demonstrate the following qualities: motivation; excellence; results; integrity; teamwork.

*Top 40 under 40 award continues to celebrate a younger generation who are known to excel in their respective industries, give back to their community & are leading by example.

ADDITIONAL CONTACT

Branch Office: (250) 334-8897
Branch Fax: (250) 897-1174

LANGUAGES

English

EDUCATION

University of Alberta, Bachelor of Commerce - Finance Major

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.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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.

MoneyTalk Investing

Cut out the noise.
Hear what matters.
Watch our top story now

MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

TD Economics

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

Monthly Perspectives June 2018

Embrace human behavior is the second principal of our Risk Priority Management philosophy, which we define as follows:

Forward Perspectives: The Great Canadian Uphill Battle

In March 2017, the Wealth Asset Allocation Committee (WAAC) made a decision to underweight Canadian equities in
favour of international equities.

RESP: Individual or Family Plans?

Even though Riley, 5, and Megan, 8, are in elementary school, they already have big dreams for their future.

Do you know someone who would benefit from my services?