Benjamin Lee
Senior Investment Advisor & Senior Portfolio Manager at TD Wealth Private Investment Advice at TD | Greater Toronto Area, Canada
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Benjamin A. Lee is a distinguished Senior Investment Advisor and Senior Portfolio Manager at TD Wealth Private Investment Advice, where he plays a pivotal role in the LSBB Family Office, a premier advisory team he co-founded. With over three decades of experience in the wealth management sector, Ben has cultivated a reputation for delivering exceptional investment strategies tailored to the unique needs of high net worth individuals. Under his leadership, the LSBB Family Office has successfully managed over $5 billion in assets, providing clients with a comprehensive suite of services that includes investment advisory, portfolio management, and financial planning.
At TD Wealth, Ben’s expertise lies in asset allocation and securities management, where he employs a disciplined approach to create diversified portfolios that align with clients' long-term financial goals. His deep understanding of equities and bonds enables him to navigate complex market conditions, ensuring that clients receive the highest quality investment advice. Ben is committed to fostering enduring client relationships, leveraging his extensive resources and industry insights to deliver personalized service that addresses the evolving financial landscape.
Key projects that Ben has spearheaded include the development of innovative investment strategies that integrate sustainable investing principles, reflecting the growing demand for socially responsible investment options among affluent clients. His proactive approach to asset management not only enhances portfolio performance but also aligns with clients' values and aspirations. As a thought leader in the wealth management industry, Benjamin A. Lee continues to set the standard for excellence at TD Wealth, ensuring that the LSBB Family Office remains at the forefront of personalized wealth management solutions.
Senior Investment Advisor & Senior Portfolio Manager at TD Wealth Private Investment Advice at TD in November 1997 to Present
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Wealth Management
Mutual Funds
Investments
Investment Advisory
Portfolio Management
Investment Strategies
Asset Allocation
Equities
Fixed Income
ETFs
Alternative Investments
Securities
Wealth Management Services
Retirement Planning
High Net Worth Individuals
Bonds
Wealth
Asset Management
Investment Management
Strategic Financial Planning
Financial Planning
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Discover more about TDWhat is Benjamin A Lee email address?
Email Benjamin A Lee at [email protected] and [email protected]. This email is the most updated Benjamin A Lee's email found in 2026.
What is Benjamin A Lee phone number?
Benjamin A Lee phone number is +19054743716.
How to contact Benjamin A Lee?
To contact Benjamin A Lee send an email to [email protected] or [email protected]. If you want to call Benjamin A Lee try calling on +19054743716. (updated on September 29, 2024)
What company does Benjamin Lee work for?
Benjamin Lee works for TD
What is Benjamin Lee's role at TD?
Benjamin Lee is Senior Investment Advisor & Senior Portfolio Manager at TD Wealth Private Investment Advice
What industry does Benjamin Lee work in?
Benjamin Lee works in the Investment Management industry.
Benjamin Lee Email Addresses
Benjamin Lee Phone Numbers
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