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Sonny Lee

Senior Investment Advisor

  • CFP®
  • FCSI®
  • CIM®

Working together to help you achieve what truly matters to you

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

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  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:

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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.

ADDITIONAL CONTACT

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

LANGUAGES

English

EDUCATION

University of Alberta

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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.

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

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.

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

New real estate changes for 2023: what they might mean for you

If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

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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