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Yuan-Hsi William Lee

Wealth Advisor

  • CIM®
  • FCSI®

"Working together to help you achieve what truly matters to you"

With over 20 years of professional wealth management and retail banking experience, I have been actively focused on providing comprehensive financial management advice and solutions to high net worth individual and their families, estates & trust, charitable and business organizations.

I have earned the professional designations of Fellowship of the Canadian Securities Institute (FCSI®) and Chartered Investment Manager (CIM®). A resident of Toronto, I am actively involved in the community by participating Million Dollar Smiles and Juvenile Ride for Diabetes. And, in my spare moment I enjoy fitness and personal wellness.

I will work with you each step of the way to help you progress towards achieving the goals and dreams you and your family share.

ADDITIONAL CONTACT

Branch Office: (905) 707-6757

LANGUAGES

Cantonese, English, Mandarin

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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You have questions, I have answers. Let's have a quick chat.

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