Sonny Lee
Associate Portfolio Manager
Senior Investment Advisor
With a disciplined and client-focused approach, I guide individuals and families through the complexities of wealth management. My priority is to help clients make clear, informed financial decisions that safeguard their future while minimizing unnecessary risks. Each portfolio I manage is carefully tailored to align with financial goals, risk tolerance, and estate planning needs. Collaborating with a network of TD specialists, I provide clients with access to high-value strategies such as retirement planning, tax efficiency, business succession, and asset protection.
Beyond my professional life, I believe balance and connection are key. When I am not working with clients, you might spot me out in the community enjoying a round of golf, a game of badminton or hockey, or biking with friends and family. At home, I share an active lifestyle with my wife of more than 20 years and our two teenage children, who keep life both dynamic and rewarding.
Meet The Team
Client Service Associate
Administrative Associate
Additional TD Specialists
Estate Planning Advisor
Business Succession Advisor
Tax and Estate Planner
