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Sonny Lee

Vice PresidentInvestment Advisor

  • CFP®
  • FCSI®
  • FMA

"Working together to help you achieve what truly matters to you"

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 also factor in taxation strategies, estate planning strategies and other areas that are important to a successful financial plan. I began my career in 2000 with TD Direct Investing and have obtained various investment and financial planning designations such as the Certified Financial Planner (CFP®) designation and Fellow of Canadian Securities Institute (FCSI®).

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. Originally from Fort McMurray, I have now resided in Edmonton for nearly 20 years and look forward to many more.

ADDITIONAL CONTACT

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

LANGUAGES

English

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.

    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.

    Meet The Team

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    You have questions, I have answers. Let's have a quick chat.

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    Monthly Perspectives June 2018

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