Founded in 1993, LSBB Family Office is one of Canada’s leading wealth management teams, with over $2 billion in assets under administration. Our team of professionals offers over 100 years of combined wealth management experience to draw from and several members of our team hold various designations, accreditations and degrees including:
- CFP® - Certified Financial Planner
- CIM – Chartered Investment Manager
- CFA® - Chartered Financial Analyst
- FMA – Financial Management Advisor
- FCSI® - Fellow Canadian Securities Institute
- LL.B. – Lawyer
Our mission is to provide our clients with tailored Investment and Wealth Planning, Portfolio Management Advice, Estate Planning Strategies in collaboration with other TD Specialists and other services. We help our clients navigate through their investment decisions, identify risks that may impact their portfolios and educate them on financial strategies.
Standing at the heart of our practice is the one-on-one relationship we build with each client. That relationship is based on, and driven by, a strong level of personal trust, communication and understanding. It covers discretionary and non-discretionary investment planning and lifestyle protection, real estate and education funding, strategic retirement planning, inter-generational wealth transfer and legacy creation. All are interconnected and we believe that no effective total wealth plan can afford to ignore them.
Through our long-lasting relationships with other TD specialists and other professionals, we are positioned to provide our clients with access to specialized advice on virtually every aspect of their financial and wealth planning needs.
LSBB Family Office is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.