Sonny Lee
Associate Portfolio Manager
Senior Investment Advisor
CFP®, FCSI®, CIM®
Phone: (780) 448-8301 | Toll Free: 1(866) 689-8074
Branch Phone: (780) 448-8280 | Branch Fax: (780) 448-8962
Office: TD Tower, 24th Floor 10088 102 Avenue NW Edmonton, AB T5J 2Z1
Helping people avoid mistakes and achieve their goals
If you want an Investment Advisor who offers proactive guidance built on communication and trust, you’ve come to the right place.
By helping you make informed financial choices, I can steer you clear from common pitfalls that often arise from emotionally driven decisions. Investors deserve sound, objective financial advice, especially during turbulent times. My team and I take a disciplined approach to wealth management and provide candid guidance, even when it may be difficult to hear.
My clients typically have accumulated a sizable nest egg that could potentially benefit from professional management. Busy professionals and business owners often turn to me to simplify the complexities of managing their wealth.
Caring before credentials
I am educated, knowledgeable and informed, as all Advisors should be. Although I believe that my clients care about what I know, I feel that it's more important that they know that I care.
If you decide to start doing business with me and my team, I anticipate that you will notice that we work with honesty and objectivity and are not driven by sales, revenue or the desire to close a deal.
My credentials include the Chartered Investment Manager, Certified Financial Planner, and Fellow of the Canadian Securities Institute designations. Being an Associate Portfolio Manager, I develop each portfolio one investment at a time. I'll incorporate your financial objectives, risk tolerance, estate planning needs and tax considerations when building out your portfolio. When appropriate, our team engages TD specialists who can assist in Will and estate planning, cash flow planning, banking and insurance planning. Drawing upon the vast resources of the TD Bank Group, we can bring you tailored high net worth planning in the areas of:
Retirement Planning
Retirement planning helps to build long-term financial security by setting goals, saving, and investing wisely. Starting early allows your money more time to grow, helping ensure a comfortable retirement.
Tax Mitigation Strategies
You’ve worked hard to build your wealth, and we're here to help you maximize it. In collaboration with you and your tax advisors, we'll design an integrated wealth strategy that structures your portfolio to minimize tax exposure and ensure income is available when you need it.
Business Succession Advice
Guidance to build a succession plan that supports the continuity of your business and aligns seamlessly with your overall financial strategy.
Private Banking Solutions
Achieve more with professionals who understand your goals and can help you reach them. Our Private Bankers support your banking needs while connecting you with TD specialists to manage your wealth allowing you to focus on what matters most.
Estate and Trust Services
We provide guidance in estate and trust planning to help safeguard assets, minimize taxes, and ensure a seamless transfer of wealth to future generations.
Customized Credit
Tailored credit solutions support cash flow, unlock opportunities, and align with long-term financial goals. With the right credit strategy, clients can maintain flexibility while preserving and growing their wealth.
Asset Protection Strategies
We pursue consistent, risk-aware returns through a diverse, active approach that includes equities, fixed income, absolute return strategies, and private capital.
Philanthropic Planning
Philanthropic planning aligns charitable giving with personal values and financial goals. Thoughtful strategies help maximize impact, preserve wealth, and offer potential tax benefits.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
