Sonny Lee, Investment Advisor,Edmonton, AB

Helping people avoid mistakes and achieve their goals

If you want an Investment Advisor 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.

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.

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:

A retirement plan
Tax mitigation strategies
Business succession advice
Private banking solutions
Estate and trust services
Customized credit
Asset protection strategies
Philanthropic planning

ADDITIONAL CONTACT

Toll Free: 1(866) 689-8074
Branch Office: (780) 448-8280
Branch Fax: (780) 448-8962

LANGUAGES

English

EDUCATION

University of Alberta

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.