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Young Lee

Senior Investment AdvisorSenior Portfolio Manager

  • CFA
  • MBA

Working together to help you achieve what truly matters to you

Young Lee holds a Master of Business Administration degree where he specialized in Finance (Global Asset and Wealth Management Program) from Simon Fraser University and a Bachelor of Business Administration (Accounting and Finance) from Yonsei University.  He also holds the Chartered Financial Analyst® designation.  Prior to joining TD, Young Lee was a Financial Analyst at IBM and an intelligence officer (Lieutenant) for the Korea Air Force.     

Investments 
Full range of investment options to help clients achieve their financial goals - GIC, Fixed Income, Equity, Mutual Fund, ETF, Commodities, Alternative Investments and Currency Trading  
Tax Planning Strategies
Tax minimization portfolio strategies by structuring an appropriate mix of investments such as return of capital and income from capital gains    
Retirement Planning
Three different retirement strategies: essentials expense (principle protection), lifestyle expense (inflation) and estate assets (growth)
Business Succession Planning
Build a formal succession plan in place to effect an orderly transition  
Insurance Strategies
Insurance strategies that's appropriate for clients and clients’ family  

By working in collaboration with a team of specialists within TD, Young Lee addresses the full scope of investment, wealth and retirement needs, including wealth protection and insurance solutions, estate planning and trust services as well as charitable giving strategies.

ADDITIONAL CONTACT

Toll Free: (888) 668-9966
Fax: (604) 482-8427
Branch Office: (604) 482-8400
Branch Fax: (604) 482-8427

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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Market Commentary

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Money Talk

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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.

Money Talk Life

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

Planning a winning RRIF strategy

If you're gearing up to retire in the next few years, you might start thinking about your various income sources. Converting your Registered Retirement Savings Plan (RRSP) to a Registered Retirement Income Fund (RRIF) is just one part of the retirement planning puzzle. Georgia Swan, Tax and Estate Planner with TD Wealth, speaks with Greg Bonnell about what to consider when drawing down your RRIF.

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.

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