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LSBB Family Office

"Working together to help you achieve what truly matters to you"

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Founded in 1993, LSBB Family Office is one of Canada’s leading wealth management teams, with over $1.6 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.





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ADDITIONAL CONTACT

Branch Office: (905) 474-5818
Branch Fax: (905) 474-3783

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Meet The 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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