Laura Lee Burke, Private Banker,Moncton, NB

Phone

Office

Mobile

Office Location

860 Main Street suite 800 Moncton, NB E1C 1G2. map

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.

Phone

Toll Free

(877) 496-6806

Certificates

PFP®

Languages

English

What We Do

We start by engaging in a balanced discovery conversation. This process harnesses the cutting-edge field of behavioural finance, so that we can better understand your Wealth Personality; what influences your wealth decisions and what matters most to you.

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.

Benefits of Private Banking

Worry less and achieve more when you work with professionals who understand your goals and can help you reach them. We know how valuable your time is, that’s why we manage all your affairs remotely and only meet when needed. Here are some benefits of Private Banking.

Premium Banking Solutions

From everyday transactions to complex banking services, we tailor our solutions to suit your needs.

Tailored Credit Strategies

We'll help you access credit by sharing strategies such as equity monetization, foreign exchange hedging and more.

Cross-Border Banking

Whether you want a U.S. mortgage or are simply paying a bill, we’re equipped to serve your cross-border banking needs.

Experienced TD Specialists

Our Private Bankers can connect you with other TD Specialists to help you plan for a lifetime of financial success.

We will help you achieve your vision of success through:

Building your net worth - we know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you achieve that vision.

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.

Dedicated To Helping You Achieve Your Vision Of Success

Whether you're building your career or shifting into retirement, looking for help in transferring your wealth or transitioning your business, at TD we have the breadth of expertise to design a plan that will help make you more confident in your decisions, and more focused on your future. We look forward to working alongside you and your family to help you achieve your goals.

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.

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