Meet The Team
Senior Portfolio Manager
Senior Investment Advisor
B.Comm.
CIM®
FCSI®
At LEE Wealth Advisory Group we believe an open and ongoing dialogue is key to the success of every relationship.
Before we propose any solution or make any recommendation, we will hold in depth discussions with you and, if you wish, your family members and your other professional advisors.
These discussions allow us to gain a thorough understanding of not just your immediate financial goals, but also the long term aspirations you and your family share.
LEE Wealth Advisory Group uses a proven wealth management process designed to simplify the building of your financial future. Relevant, pro active investment advice is a foundation of any wealth management strategy.
Our clients expect and receive exceptionally personalized wealth and investment advisory services. Like you, they expect competitive investment returns where security, and the prudent management of risk, is fundamental.
Above all, they are looking for a plan.
We act for high net worth individuals and their families, holding companies, small business owners, trusts and charitable foundations.
We are committed to finding the right investment solutions, confronting challenges along the way and in the end exceeding your expectations. Ultimately, what we do comes down to a simple, old fashioned fact of life.
Lawrence began his career in the financial services business in 1995. He oversees the creation of investment and wealth plans and asset allocation models, derived from clients’ stated goals and objectives. Lawrence spends considerable time ensuring that client’s investment portfolios are appropriate to their specific financial needs, stage in life, and risk tolerance. Using the strong resources of TD Securities as well as third party research, Lawrence also devotes much time to analyzing market trends. Lawrence believes that his reputation for excellence has been earned from the quality of his client relationships which are based on mutual respect and trust and an ongoing effort to understand the clients’ needs and objectives. In addition to providing investment advice, Lawrence focuses on insurance, tax and estate issues to help ensure that his client’s wealth is managed in a tax effective manner to meet his objective of minimizing tax for future generations.
Lawrence graduated from Ryerson University with a Bachelor of Commerce Degree in Accounting. He joined TD Wealth in 2000 and has been working in an advisory capacity since 2004. Previous to that, he has held positions with TD Direct Investing on the Presidents Desk servicing high net worth clients. He also worked on the mutual fund, fixed income and Wealth Support specialty desks where he was supporting financial planners’ clients asset allocation and portfolio rebalance. Lawrence has been working with high net worth clients and their families for more than 20 years.
Lawrence has been awarded the prestigious designation of Fellow of Canadian Securities Institute FCSI®. Recognized as the highest honor in the financial services industry, the FCSI® is given only to industry professionals whose superior training and experience exemplify excellence.
His other designations included Chartered Investment Manager (CIM®), which enables him to counsel individuals and organizations on complex wealth management issues beyond the scope of basic investment plans. Through his CIM® designation, Lawrence has gained expertise in servicing affluent clients and their unique needs.
Lawrence is a Life Insurance Advisor through TD Wealth Insurance Services.
When not at the office, Lawrence enjoys his leisure time with his wife and two young boys. He also enjoys vacations, his children's activities and watching sports.
Client Service Associate
Client Service Associate
As a Client Service Associate for LEE Wealth Advisory Group, Debbie brings over 20 years experience in the Financial Services and Investment Industry, 12 of those years she has worked supporting Lawrence, with an emphasis in client account management and customer service. With very strong administrative skills, her attention to detail meets the high standards that our clients have come to expect and most certainly deserve. Debbie provides worry-free service and supports the day-to-day execution of client requests to help them achieve their financial goals
In addition to being proficient in TD Wealth’s applications, Debbie is also licensed and able to execute any trade instructions or new issue requests on your behalf. In her spare time, Debbie enjoys traveling and spending time with her family.
.jpg)
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
.jpg)
Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Vice President, Philanthropic Advisory Services
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
Trust Officer
Trust Officer
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
