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Lee Burrows

Senior Investment Advisor

  • CFP®

Helping you fulfill your family’s needs across generations because what matters to you, matters to us

Directly after completing my university studies, I entered the financial services industry in 1998. Early on in my career, it was apparent I had a passion for helping families plan for their future well-being. I have a deep-seeded desire to help others succeed. I genuinely enjoy getting to know each client on an individual level, understanding their dreams and goals, so I can craft meaningful, custom wealth plans to help them achieve their aspirations for the future. As a Senior Investment Advisor at Ainslie & Burrows Private Wealth Management Group at TD Wealth Private Investment Advice, I can provide the full-service opportunities my clients deserve.

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We will work proactively to understand your family’s needs across generations because what matters to you, matters to us. Our priority is to ensure you feel taken care of and empowered to make smart financial decisions. We want you to thrive. Let the worry fade away – managing complexities and implementing the right custom strategies is our specialty.

Our team is bonded by our strong family values, passion for our clients and complementary skill sets. With us, you’ll experience what a true team approach feels like.

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I have been with TD for over 23 years. Advising high net worth clients on their investments within a well-developed plan is my specialty and has been my focus for the last 18 years. Each client is unique, which makes every day different. I love that aspect of my job; it keeps it interesting and personal. I am truly grateful for the connections and relationships I've made throughout my career thus far and appreciate our clients' trust in our process and advice.

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  • Certified Financial Planner (CFP)® designation - considered the standard for the financial planning profession worldwide. Professionals with this designation have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan they are confident in.
  • Certificate in Retirement Strategy – a focused program on strategies for retirement planning: goals-based investing expertise, wealth conversion, tax strategies and structures, sustainable withdrawal rates and wealth protection.
  • Studied Honours Bachelor of Business Administration from Brock University
  • 23+ years of industry experience

 
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On the personal side, I was born in England but moved to Canada at an early age. I have lived in the Niagara Region ever since. I am so grateful for my parents and my upbringing. I watched them work extremely hard and persevere through many challenges to keep a roof over our heads.  My strong family values and work ethic were inherited from them. I am incredibly blessed to have married my best friend, and we now have a beautiful family of our own. We have four active children, 2 boys and 2 girls that bring us a tremendous amount of joy. Our children are involved in basketball, soccer, volleyball and golf. Being able to watch them grow has been priceless.

I am involved in the community in many ways, with most of the time spent coaching soccer and sponsoring youth sports. Providing sponsorship to ease the financial burden of today's sports on families is something I feel is very important in creating a culture of unity and belief. I recently made the change to coaching a girls soccer team in Niagara that participates in the Ontario Player Development League – and I am enjoying every minute.

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Ainslie & Burrows Private Wealth Management Group 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: (866) 834-0203
Branch Office: (905) 704-1405
Branch Fax: (905) 682-2601

LANGUAGES

English

EDUCATION

Studied Honours Bachelor of Business Administration at Brock University, Certificate in Retirement Strategy with Canadian Securities Institute

COMMUNITY INVOLVEMENT

Supporter at United Way , Supporter at Friends of the Environment (FOTE), Volunteer Coach for Local Youth Soccer Team

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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