LSBB Family Office

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 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 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.

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.

Ben joined TD Wealth Private Investment Advice as an Investment Advisor in 1997 after periods of working at another major bank and insurance company. He currently holds the title of Senior Portfolio Manager and Senior Investment Advisor. 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.

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.

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.