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Young Lee

Vice PresidentPortfolio ManagerInvestment Advisor

  • 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

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.

U.S. Fed delivers rate cuts and mixed signals

U.S. Federal Reserve cuts rates, but was divided on whether more cuts are coming this year. What does this mean for the markets? Kim Parlee talks with Scott Colbourne, managing director, TD Asset Management.

One problem per visit?

It’s a question I hear from doctors and patients alike. There are so many factors to consider that it arguably becomes impossible to answer. In fact, the best answer to the question of restricting patients to one issue per visit may indeed be: “It depends.”

TD Economics

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

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Current Perspectives

Trumps, Tariffs and Trade Wars.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

Do you know someone who would benefit from my services?