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Lee Burrows

Vice PresidentInvestment AdvisorCertified Retirement Specialist

  • CFP®

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

Understanding You –A Comfortable Experience

"When you're prepared, you're more confident. When you have a strategy, you're more comfortable." Fred Couples

As a wealth management specialist, I am devoted to helping high net worth individuals, business owners, and organizations realize their dreams and aspirations through an in-depth understanding of their life goals and the proper management of their financial resources.

As an experienced and accredited Certified Financial Planner I ensure that every client is provided with a customized plan encompassing holistic wealth management solutions.  I work to enhance the income, growth and tax-favoured treatment of investments through the use of effective strategies with regard to retirement, tax planning, insurance, and estate planning, while staying focused on helping my clients achieve financial independence and peace of mind.

“Set peace of mind as your highest goal, and organize your life around it.” Brian Tracy

The Experience

Fundamental to trust is the ability to understand and to create a feeling of mutual respect and comfort. My responsibility and desire is to understand you, understand your dreams, your life goals for your career, your well-being, your home, lifestyle and legacy.  Understanding you is achieved through an in-depth life discovery process.  Once we have quantified and qualified your dreams we will work together to identify the most efficient course of action.

Together we will identify your financial priorities, needs and opportunities and in considering your financial resources, build the foundation of your financial plan.  Your comprehensive plan will provide a clearly articulated roadmap with specific recommendations and action steps.  Prudent investment decisions will be tailored to match your tolerance for risk, utilizing the extensive research available through TD Wealth.  Knowing that we will travel through changing conditions, we will monitor your plan to ensure life transitions are smooth and comfortable - I am with you every step of the way.

With TD Wealth Private investment Advice, you will be involved in the decision making process with the added value of professional experience and advice.  Allow me to understand your dreams and goals and guide you on a comfortable journey toward financial freedom.  Understanding you – a comfortable experience!

“What is not started today is never finished tomorrow.”  Johann Wolfgang von Goethe

ADDITIONAL CONTACT

Toll Free: (866) 834-0203
Fax: (905) 682-2601
Branch Office: (905) 704-1405
Branch Fax: (905) 682-2601

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.

Fed rates could stay low through 2023 and beyond

The U.S. Fed keeps its key interest rate on hold while raising its outlook for the economy. But the Fed signaled that low interest rates will last through at least 2023. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the implications for U.S. economic growth.

What options do snowbirds have this winter?

Canadians who used to fly south regularly may be facing a severely altered vacation landscape this year. Chris Gandhu, a High Net Worth Planner with TD Wealth, speaks to Kim Parlee about what options Snowbirds have for their properties this winter. 

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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