Skip to main content

Theresa Suk-Wah Lee

Investment AdvisorVice President

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

Theresa has been servicing clients in the financial industry for more than 28 years. Since 1996, when Theresa joined TD Wealth Private Investment Advice as an Investment Advisor, she has worked closely with clients to create customized portfolios that meet their individual needs. In 2008, Theresa was promoted to Vice President.  

Prior to joining TD Wealth, Theresa has spent over 10 years as an international manager and financial consultant in Singapore, China and Hong Kong, and six years in Canada as an assistant to a Chartered Accountant. Through this diverse work experience, Theresa has gained valuable insight, which she applies to each of her client’s unique circumstances and goals. For Theresa, excellent client service is always her first priority.  

Theresa is a frequent guest financial speaker on numerous networks in the Toronto media including: Fairchild Radio (AM1430), A1 Chinese Radio (AM1540), OMNI TV and WOWtv.  

Theresa offers an extensive range of investment products, services, and strategies, which she combines with knowledge and experience to help clients choose the mix that’s right for them. Theresa deals in all types of investments, including low-risk laddered bond portfolios, GICs, mutual funds, and third-party manager search and selection. Additionally, Theresa can advise clients on segregated funds, as she is also a Life Insurance Advisor with TD Waterhouse Insurance Services Inc.  

Theresa will work one-on-one with you to develop a comprehensive investment strategy – one that is right for you and your family’s unique needs and goals. In addition to providing you with personalized investment advice, she will work with you to integrate other aspects of your financial strategy, including retirement planning, estate planning, tax management, and many other key areas of your financial future.

ADDITIONAL CONTACT

Toll Free: (844) 327-6855
Fax: (905) 707-2049
Branch Office: (905) 707-2021
Branch Fax: (905) 707-2049

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.

REQUEST AN APPOINTMENT

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.

MoneyTalk Investing

Cut out the noise.
Hear what matters.
Watch our top story now

MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

TD Economics

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

Monthly Perspectives June 2018

Embrace human behavior is the second principal of our Risk Priority Management philosophy, which we define as follows:

Can your kids afford to inherit the family cottage?

Early in their marriage, Pat and Marlene caught the cottage fever after summers of cottaging in rented properties.

Stashing Your Cash

Maybe you’ve checked your cash flow, and identified some extra money in your monthly budget to sock away, or maybe you’ve gotten a commission or bonus from your employer and are looking to put it aside for a rainy day.

Do you know someone who would benefit from my services?