Six years ago, my retiring TD advisor introduced me to several new advisors before she left the firm. After meeting with Sonny, I decided to work with him as my advisor and have no regrets. He always goes the extra mile to ensure I receive great service. Sonny makes himself available to meet with or talk to me over the phone whenever I need his advice. His consideration of my time and convenience is a top priority for him. His manner is polite, friendly and pleasant while always remaining professional. The needs of my financial situation have changed over time and I am very grateful for Sonny and his colleagues. His engagement with appropriate specialists within TD to research a recent situation was very beneficial in reducing my stress. I received a comprehensive financial plan from Sonny which assured me that my income needs would be met and the most tax-efficient strategies for my situation would be put in place. As part of my financial plan, I also met with the TD Estate Planning Advisor who helped me leverage TD's Private Giving Foundation to align with my personal charitable donation goals. This resulted in an ongoing charitable giving strategy that is very tax-effective and allows me to contribute more to the charities I care about. It's fully managed by Sonny and his TD partners which removes all of the worry for me. The retirement plan and strategy Sonny has implemented provides me with the cash flow I need for a comfortable and relaxing lifestyle. I highly recommend Sonny to anyone who has a need for investment advice, retirement and tax efficient income planning and insurance needs!
L. Ng
November 2023
As of November 17, 2023. Unique experiences and past performances do not guarantee future results. Testimonials contained herein are unsolicited and may not be representative of the views of others. They have been reviewed and approved in writing for public use.
I am delighted to share my experience working with Sonny Lee as my trusted financial advisor. I've been with Sonny for so long now I can hardly recall a time when I wasn't turning to him for financial advice. Sonny combines an impressive depth of financial knowledge with a genuine commitment to client's well-being. He takes the time to fully understand my financial goals, risk tolerance, and long-term aspirations, which allows him to tailor his advice and strategies to suit my needs. Conversely, he ensures that I have an understanding of the strategies we are implementing, which has fostered trust and confidence in his guidance. Sonny continually monitors my investments, adjusting strategies as necessary to adapt to changing market conditions. His timely communication and ease of accessibility always make me feel like a valued client, and I know I can reach out to him with any questions at any time. Thanks to Sonny's expertise and guidance, I've seen my financial portfolio grow steadily, and I'm well on my way to achieving my long-term financial goals. Beyond the numbers, working with Sonny has provided me with peace of mind, knowing that my financial future is in capable hands. I wholeheartedly recommend Sonny to anyone seeking expert financial guidance and a partner in building a secure financial future. His professionalism, knowledge, and dedication are truly exceptional, and I am grateful for the positive impact he has had on my financial well-being.
Dr. Krista Yuskow, President - Educational Audiology Association
December 2023
As of December 29, 2023. Unique experiences and past performances do not guarantee future results. Testimonials contained herein are unsolicited and may not be representative of the views of others. They have been reviewed and approved in writing for public use.
You have served us with respect and compassion. Francis was very dissatisfied and disappointed with the financial services we had before we became your clients. It was difficult for you to gain his trust but your honesty and integrity won him over. We have a disabled child who is benefiting from your knowledge of the disability savings account. Knowledge in this area is critical to ensuring our daughter is financially secure once we are unable to help support her and has brought me an enormous amount of peace of mind. I have health issues and have been unable to continue working and have no income so the work we did to invest wisely while I was working has made it possible to make the best of a bad situation. Sonny, your thoughtful input and vast financial knowledge have helped me personally to know that I was getting current, accurate information. You give Francis and I the information we need and then you help us make the right decisions given our numerous challenges. Some people don’t like paying fees for financial advisors, but I am a strong believer that you get what you pay for and we get our money’s worth and more from you. Thank you for all you have done, and we look forward to continuing to work with you. Tammy January 12, 2024
Tammy Colucci
January 2024
As of January 12, 2024. Unique experiences and past performances do not guarantee future results. Testimonials contained herein are unsolicited and may not be representative of the views of others. They have been reviewed and approved in writing for public use.
