Sonny Lee

Helping people avoid mistakes and achieve their goals

If you want a trusted Investment Advisor and coach who provides valuable and proactive guidance built on a solid foundation of communication and trust, you’ve come to the right place.
By helping you make rational, educated financial choices, I can steer you clear of the pitfalls that often result from emotionally-charged decision-making. Investors deserve sound, objective financial advice, especially during particularly good or bad times. So my team and I follow a disciplined approach to wealth management and are not afraid to offer candid advice that may at times be uncomfortable to hear – and follow.

My clients have typically accumulated a sizable nest egg that is best managed with professional care. Busy professionals and business owners often seek me out to alleviate the burden of managing the numerous complexities of their wealth.

Our structured process

1. We start with a discovery meeting to learn about each other and determine if we're a good fit. Discovery tools help us gain an understanding of who you are and what is important to you. We learn all about your goals, concerns and special circumstances.
2. Once we've confirmed your near- and long-term goals, we engage TD specialists and external professionals, as your situation requires. You'll then receive a tailored wealth plan and road-map aligned to your goals and risk tolerance.
3. We carefully follow your personalized road-map to help you implement the strategies you've chosen, but our work doesn't end there.
4. We regularly and proactively monitor your comprehensive financial strategy to ensure that it continues to align with your objectives. We keep you informed of any important industry news and trends that may impact your personalized plan.

Caring before credentials

I am educated, knowledgeable and informed, as all Advisors should be. But although my clients care about what I know, what’s more important to them is knowing that I care. 

Once you start doing business with me and my team, you will notice that we work with honesty and objectivity and are not driven by sales, revenue or the desire to close a deal.  

As a Certified Financial Planner (CFP®) designation holder, I am well-positioned to specialize in retirement analysis and planning while focusing on investments. 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:



 

Learn more about me and my team. Read our bios, below. 

I look forward to being with you every step of the way as we work together to help you achieve your personal financial goals.