LSBB Family Office

With over 25 years in the practice of wealth management, Ben Lee holds the following designations: Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®) and Fellow of Canadian Securities Institute (FCSI®), and FCSI® is seen as the pinnacle achievement for financial credentials in Canadian financial services.

A member of the President’s Club for over a decade, a distinction reserved for TD Wealth employees in Canada for meeting or exceeding business financial goals as well as maintaining a high level of professional business conduct throughout the year and consistently demonstrating integrity and the highest ethical standards, he joined TD Wealth Private Investment Advice as an Investment Advisor in 1997 after periods of working at another major bank and insurance company.

Ben believes that his talent for nurturing warm personal client relationships, combined with a proven track record for helping clients to grow their portfolios, has earned Ben an enviable reputation for the delivery of sustained results.

Married with three children, Ben and his family enjoy international travel, skiing and scuba diving.

LSBB Family Office, LSBB|Lee Stuart Bryson Biro|Family Office or Lee Stuart Bryson Biro Family Office is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

A member of LSBB Family Office since 2006, Wayne has over 25 years of experience in the wealth management arena and holds the designations of Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), and Fellow of Canadian Securities Institute (FCSI®), and FCSI® is seen as the pinnacle achievement of financial credentials in Canadian financial services.Wayne has also been a member of the Executive Club for over five years – which is a distinction reserved for Investment Advisors who meet or exceed a specific financial milestone at TD Wealth Private Investment Advice. 

Wayne believes that the protection and growth of wealth requires vision, planning and discipline. His proven approach to wealth management includes a personalized investment policy, taxation strategies, insurance strategies and estate planning strategies. As a well-rounded portfolio manager, Wayne believes that he has built his strong reputation on the foundations of trust, integrity and accountability.

Wayne is married with two daughters. In his spare time he enjoys hockey, golf and working on his cottage.   

LSBB Family Office, LSBB|Lee Stuart Bryson Biro|Family Office or Lee Stuart Bryson Biro Family Office is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

Trained as a lawyer, Stephen Stuart was formerly the Director of Financial Planning for one of Canada’s largest life insurance companies.

Holding the Certified Financial Planner designation, he feels that he has considerable expertise in trust, insurance strategies, and advanced tax-related issues. For several years Stephen served as the author of the Law and the Financial Planner course for the Chartered Financial Planner program.

A widely published author and an active public speaker, he has addressed the National Canadian Association of Financial Planners (CAPF) convention and served as a moderator for the Chartered Life Underwriters (CLU) Applied Estate Planning Course.

Married with three daughters, Stephen includes tennis, skiing, long-distance running (he has completed five marathons) and golf among his most important pastimes.

LSBB Family Office, LSBB|Lee Stuart Bryson Biro|Family Office or Lee Stuart Bryson Biro Family Office is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

Vincent joined the team in September 2012 to focus on client relationship management, business development and developing and executing investment strategies for our discretionary and non-discretionary client portfolios. Before joining LSBB Family Office, Vincent worked with Invesco Trimark as a Regional Associate, focusing on business development and client servicing. Prior to that, he held positions in equity research and business development at alternative asset managers in Toronto specializing in equity market neutral and long/short investment strategies.

Vincent is a Certified Financial Planner (CFP^®) professional, a Chartered Investment Manager (CIM^®) and is also a Fellow of CSI (FCSI^®) the pinnacle achievement in the Canadian financial services industry. He has obtained his options and derivatives license, is life insurance licensed in the province of Ontario and has over 11 years of experience in the investment industry. He is a Certified Retirement Specialist and is fully licensed with the Ontario Securities Commission and the Investment Industry Regulatory Organization of Canada (IIROC). He received a Bachelor of Arts degree (Political Science, Minor in Management Studies) from the University of Waterloo.

Ken joined the team in August 2015 to focus on client relationship management, business development as well as creating and executing investment strategies for our discretionary and non-discretionary client portfolios. Before joining LSBB, Ken worked with TD Direct Investing as a Team Manager, focusing on assisting clients in managing their own portfolios. Prior to that, he began his career with one of the big six banks in the mid 1990's where he quickly rose through the ranks over a 5 year period before joining a well-known, independent Wealth Management firm for over 10 years.

Ken was awarded the Canadian Investment Manager (CIM) designation and is also a Fellow of CSI (FCSI®), the pinnacle achievement in the Canadian financial services industry. He has received his Options and Derivatives license and has over 22 years of experience in the investment industry and is fully licensed with the Ontario Securities Commission and the Investment Industry Regulatory Organization of Canada (IIROC).  Ken is married and lives in Markham with his wife. In his spare time, Ken enjoys fishing and the outdoors and also practices martial arts.

Cheuk joined TD in 2005 and has been with LSBB for over 5 years focusing on providing account logistical support, client investment strategies and client servicing. With knowledge in a variety of investment strategies, Cheuk is able to offer our team ideas that present value and opportunity for our clients.

Cheuk has completed his Canadian Securities Course and his Derivatives course.