Young Lee
Phone
Office Location
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.
Phone
Fax
(604) 482-8427
Certificates
CFA
MBA
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
Market Commentary
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Can I split a capital gain 50/50 with my spouse?
Article
Can I split a capital gain 50/50 with my spouse?
Thinking about splitting a capital gain with your spouse to reduce the tax impact? It might not be that simple. Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Greg Bonnell to discuss what you need to know, as well as tax planning ideas to consider before disposing of an asset.
Joint accounts and estate planning: Mistakes to avoid
Article
Joint accounts and estate planning: Mistakes to avoid
Joint accounts can be a convenient tool between spouses or to help a senior parent manage finances. But what happens when a joint account is used as an estate planning strategy?
Will you spend $42,000 per year to support your child's dream?
Article
Will you spend $42,000 per year to support your child's dream?
The federal government has released its 2024 budget with a focus on new taxes, increased spending and housing affordability.