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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
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.
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.
We carefully follow your personalized road-map to help you implement the strategies you've chosen, but our work doesn't end there.
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.
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.
Originally from Fort McMurray, Sonny Lee grew up in a working-class, second-generation immigrant family experiencing the ups and downs of the energy sector fluctuations during the 80s and 90s. He now resides in Edmonton and fully understands the joys and hardships of both prosperous and lean times.
Sonny graduated from the University of Alberta with a Bachelor of Physical Education degree and holds the Certified Financial Planner (CFP®) and Fellow of the Canadian Securities Institute (FCSI®) designations. He has worked in the investment industry since 2000, helping clients through the tech bubble, the real estate and energy boom and bust, and the subprime financial crisis. His ability to draw on these real experiences and situations provides Sonny with the confidence to assist you and your family with many challenges that could come your way.
Prior to becoming an Investment Advisor, Sonny was an Investment Representative with TD Direct Investing, a Financial Advisor with TD Canada Trust and a Financial Planner with TD Wealth Financial Planning.
When he is not serving clients, Sonny enjoys being with his family and staying active. His two children keep him busy with their activities and he is grateful to be a part of their journey. You will often find Sonny playing hockey, golf, badminton or cycling with the kids.
Sonia joined TD 5 years ago and quickly was promoted to Financial Advisor in one of the top branches in Edmonton. During her time at the branch providing exceptional service Sonia was able to gain the respect of her colleagues and clients. Sonia looks forward to continuing her exceptional level of service to clients of TD Wealth Private Investment Advice in her current position.
Prior to joining TD, Sonia achieved her Diploma in Hospitality Management at NAIT and Bachelor of Arts in Economics at University of Alberta. In her spare time, Sonia enjoys enhancing her cooking abilities, exploring new food (paired with some great wine tasting) and travelling between mountains and nature.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Charitable Giving
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
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.
Jason Uppal
Market Commentary
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.
advisors.td.com/Sonny.Lee
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New real estate changes for 2023: what they might mean for you
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The 2022 MoneyTalk tax checklist
While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.
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