Sonny Lee
Senior Investment Advisor
Associate Portfolio Manager
CFP®
FCSI®
CIM®
Working together to help you achieve what truly matters to you
Phone
Office Location
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.
My credentials include the Chartered Investment Manager, Certified Financial Planner, and Fellow of the Canadian Securities Institute designations. Being an Associate Portfolio Manager, I develop each portfolio one investment at a time, I'll incorporate your financial objectives, risk tolerance, estate planning needs and tax considerations when building out your portfolio. 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
Phone
Certificates
CFP®
FCSI®
CIM®
Languages
English
Education
University of Alberta
Our structured process
- Discovery: 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.
- Wealth plan & roadmap: 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.
- Implement strategies: We carefully follow your personalized road-map to help you implement the strategies you've chosen, but our work doesn't end there.
- Monitor progress: We regularly and proactively monitor your comprehensive financial strategy to ensure that it continues to align with your objectives. We keep you inform
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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