Laura Lee Burke
Laura Lee joined TD Canada Trust in 1993 and has enjoyed the journey with this incredible company. Laura Lee’s previous roles include Financial Advisor, Manager Customer Sales and Service, Regional Sales Manager for Personal Credit, Branch Manager and Region Operations Advisor, all of which have contributed to her success in her current position. As a Senior Private Banker, Laura Lee takes a holistic approach to helping to meet her clients’ personal and business financial needs through a wide range of complex banking and credit solutions. Laura Lee works with her clients to help identify financial goals and then draws on the expertise of TD Specialists to create and implement integrated wealth management solutions. These solutions can include estate, trust and tax services, business succession planning, and investment strategies. As part of her commitment to continuous education and excellence in client relationship management, Laura Lee has earned the Personal Financial Planner (PFP) designation from the Canadian Securities Institute. At the core of Laura Lee’s approach is her dedication to establishing longterm relationships with her clients that begin with understanding their goals and dreams, and continues with regular reviews to help ensure they remain on track to achieve their vision of success.
Toll Free(877) 496-6806
What We Do
We engage in a collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, you will work with me and a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.
At TD Wealth, we believe in taking the time to discover what truly matters to you. You’ll have access to a team of TD specialists, 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.
We will help you achieve your vision of success through:
Implementing tax-efficient strategies - you've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will help structure your investment portfolio to help reduce tax exposure while keeping income available as and when you need it.
Protecting what matters most to you - life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.
Preparing for the legacy you want to leave - you are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of wealth to those who matter most to you.
A Distinct Discovery
To act for another, one must know the other as they know themselves. Starting with a blank page, an inquisitive mind and great deal of empathy, we ask numerous questions to reveal what is truly most important to you, your family and business. Each person's needs are unique and our goal is to offer you the relevant, customized wealth advice you deserve. We can only do that by getting to the heart of what matters most to you. That's why our approach is to understanding what is important to you, your family and your values. We want to discover everything about you, all the things in your life which make up you and your financial DNA.
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.