Meet The Team
Senior Portfolio Manager
Senior Investment Advisor
CIM®
CFP®
FCSI®
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.
Senior Portfolio Manager
Senior Investment Advisor
CIM®
CFP®
FCSI®
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.
Senior Investment Advisor
CFP®
LL.B.
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 strategies, 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 previously a 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.
Senior Investment Advisor
FMA
Tara Biro holds the Financial Management Advisor (FMA) designation and brings over 22 years of financial services experience to LSBB Family Office. She began her career as a Financial Service Representative in the TD Canada Trust retail network and joined the LSBB Family Office team 15 years ago where she now enjoys success as an Investment Advisor.
Tara maintains a genuine interest in her clients and is focused on building meaningful relationships. We believe that developing strong foundations and collaborating with her clients makes her very effective at creating personalized investment plans. She feels that her clients have confidence that they can realize their financial goals and build wealth. Her knowledge and experience in the industry along with her attention to detail helps to give her clients reassurance and meet her goal of providing optimum results.
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
Associate Portfolio Manager
Investment Advisor
CFP®
CIM®
FCSI®
Associate Investment Advisor
CFA®
Thor joined the team in June 2014 to focus on developing and executing investment strategies for our discretionary and non-discretionary client portfolios. Before joining LSBB Family Office, Thor held research and investment management positions with other securities dealerships managing high net worth client portfolios for over 10 years.
Thor is a Chartered Financial Analyst charterholder as of 2005 and is a member of the CFA Institute and the Toronto CFA Society. He holds his options and derivatives license and is licensed with the Ontario Securities Commission and the Canadian Investment Regulatory Organization (CIRO). He received a Bachelor of Commerce degree from the University of Lethbridge.
Associate Investment Advisor
CIM®
FCSI®
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 licensed with the Ontario Securities Commission and the Canadian Investment Regulatory Organization (CIRO). 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.
Associate Investment Advisor
CIM®
Cheuk joined TD in 2005 and has been with the LSBB family office 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 the Canadian Securities Course and the Derivatives course.
Administrative Associate
Administrative Associate
Administrative Associate
Administrative Associate
Have you consulted one of the Specialists at TD Wealth?
Through our long-lasting relationships with other TD specialists and professionals, we are positioned to provide you with access to specialized advice on virtually every aspect of your financial and wealth planning needs.Additional TD Specialists
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Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
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Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
