Sonny Lee

I provide comprehensive wealth management and advice for higher net worth individuals. Our team specializes in retirement analysis and planning while focusing on investments.  I have worked in the investment industry since 2000, after receiving my undergraduate degree from the University of Alberta.  My prior roles in the industry included Investment Representative with TD Direct Investing, Financial Advisor with TD Canada Trust and Financial Planner with TD Wealth Financial Planning.  I have obtained various investment and financial planning designations such as the Certified Financial Planner (CFP®) designation and Fellow of Canadian Securities Institute (FCSI®). 

My career has spanned the tech bubble, real estate and energy boom (and bust) and subprime financial crisis.  The ability to draw on these real experiences and situations provides me with the confidence that I can assist you and your family with whatever comes our way next.  I look forward to being with you every step of the way as we work together to achieve your personal financial goals.

While investment management is certainly an important part of the service my team and I provide to clients, it is only one of the many things we do. When appropriate, we can engage TD specialists who can assist in Will & Estate Planning, cash flow planning, retirement planning, banking, and insurance planning.

I have received TD Wealth's Merit Award on four occasions.  This award rewards sales employees who meet and exceed the business unit's criteria, consistently deliver legendary experiences and demonstrate the following qualities: motivation; excellence; results; integrity; teamwork.

When I am not taking care of clients I enjoy spending time with my family and staying active. My two children are keeping me busy with their activities and I am grateful for being able to be a part of their journey. You can often find me playing hockey, golf, badminton or riding my bike with the kids.  Originally from Fort McMurray, I have now resided in Edmonton for nearly 20 years and look forward to many more. 

 

Going beyond the financial picture

Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.