Pauline Lee

Profile Image
Pauline Lee

Senior Financial Planner

CFP®

QAFP™

I look forward to being with you every step of the way to help you achieve your personal financial goals

Phone

Office

(416) 298-4063

Office Location

3477 Sheppard Ave East Scarborough, ON M1T3K6. map

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I have been working in the financial services industry since 2008.  Prior to taking on the role of Financial Planner, I was a Financial Advisor in the Scarborough area.  During the last 3 years, I have focused exclusively on financial planning and fostering strong client relationships.

 

I hold a Bachelor degree in General Education from York University. I have also completed the requirements for the Financial Planning Standards Council (FPSC Level 1) designation.

 

I look forwarding to working with you to help you achieve your personal financial goals.



Certificates

CFP®

QAFP™

Languages

Language(s) spoken:

Cantonese

English

Mandarin

Your Goals, Our Priorities

TD Wealth Financial Planning

Your priorities are important to us. We can work together towards your goals, and can help with:

Tax Planning

Work with us to assess and recommend strategies that can help to reduce your tax burden, and:

  1. Reduce your taxable income during your lifetime or upon passing away
  2. Explore income splitting strategies
  3. Take advantage of tax deductions and credits available to you

Retirement Planning

We can offer strategies to help you become retirement-ready by discussing questions like:

  1. How much income is needed for the retirement you aspire to?
  2. How can you save enough to fund your retirement?
  3. How can you reduce taxes during retirement?
  4. When should you start taking your government benefits?

Estate Planning

Estate planning helps ensure your wishes are carried out and is an effective way to benefit your heirs.

  1. Ensure you have an up-to-date Will and Power of Attorney
  2. Consider using executor services like a corporate executor or Power of Attorney for Property
  3. Transfer your wealth and help avoid any unintended consequences

Success Begins With Understanding

A financial plan is an in-depth document with many individual parts. By gaining an understanding of your needs, we help to ensure that your plan reflects your current financial situation and defines your goals, the timelines for targeting them and the steps you need to take to get there.

Your hopes and expectations are at the heart of your financial plan.

That’s why at TD Wealth Financial Planning we take the time to discover and appreciate your needs, and include them in any discussion of your goals, so that together we may set a course for the future that you envision for yourself and your family.

Our Steps To Preparing A Plan Uniquely Yours

Discover what truly matters to you. We can offer planning and advice that can grow and evolve with you.

Your Unique Goals

Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.

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Federal Budget 2023: What you need to know

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Federal Budget 2023: What you need to know

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