1. Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
Jack Lee
Jack Lee
Senior Financial Planner
CFP®
BBA
Building your financial future – together
Phone
Office Location
With over 15 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals.
I hold a Bachelor of Business Administration degree from Simon Fraser University
My commitment to continuous education has earned me the Certified Financial Planner (CFP) designation.
I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.
Certificates
CFP®
BBA
Languages
Mandarin
Education
CFP
Frequently asked questions
Get answers to your financial planning questions.
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What does a financial planner do?
What to expect at my first meeting?
What are the steps in financial planning?
Your Unique Goals
Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.
TD Wealth Financial Planning
Your priorities are important to us. We can work together towards your goals, and can help with:
Planning for every life stage
As we've all come to realize over the past year, life is full of uncertainty. That's why it's so important to plan for every life stage now, even the unexpected.
To help with that, I've included an article that you may find useful. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to chat.
TDAM: Tax & Retirement Planning Guide
At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios.
Stepping into retirement: Preparing for the big transition
The transition from a successful career to this stage in life isn’t always easy.
What To Expect From TD Wealth Financial Planning
As a TD Wealth Financial Planning client, we will help develop a deep understanding of you and the needs, goals and priorities you have for yourself and your family. With that deep understanding, We will work with you to develop your personalized financial plan. And that’s just the beginning of our journey. Over time, we will be there to help guide you as your life evolves, celebrating milestones, helping you manage the unexpected and updating your plan as your circumstances change.
The goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.
Over time, you may find that your needs and goals change. TD Wealth Financial Planning has the expertise to help you stay on track. As we continue to meet with you, we’ll introduce new strategies to adapt your financial plan to those changes. We look forward to developing a relationship with you in order to understand your goals and aspirations and design a plan that continues to meet your current needs and future goals.
Lynn – The Gift of Planning
Protecting what matters
When experiencing a difficult situation and looking for financial security, finding the right advisor can be a critical step toward making it easier. TD Wealth helped Lynn’s dad make sure everything was in place for when he was gone.
Lynn believes in the value of planning, as her father worked with TD Wealth to prepare his finances and plan for the future of his daughter, making a very difficult life experience easier.
Contact me today to find out how I can help you feel reassured in your financial future.
When experiencing a difficult situation and looking for financial security, finding the right advisor can be a critical step toward making it easier. TD Wealth helped Lynn’s dad make sure everything was in place for when he was gone.
Lynn believes in the value of planning, as her father worked with TD Wealth to prepare his finances and plan for the future of his daughter, making a very difficult life experience easier.
Contact me today to find out how I can help you feel reassured in your financial future.
Disciplined process
Your Financial Planning Experience
1.Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
2.Welcome to TD Wealth Financial Planning
Next, we put that plan into action. This phase involves an official onboarding as well as any account transfers required to begin implementing your plan.
3.Your Financial Plan
Once we get to know you, we will work with you to develop a personalized financial plan to help you achieve your goals.
4.Regular Review Meetings
To ensure your financial plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.
Your Financial Planning Experience
2. Welcome to TD Wealth Financial Planning
Next, we put that plan into action. This phase involves an official onboarding as well as any account transfers required to begin implementing your plan.
3. Your Financial Plan
Once we get to know you, we will work with you to develop a personalized financial plan to help you achieve your goals.
4. Regular Review Meetings
To ensure your financial plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.
Trending Articles
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Estate planning basics
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Estate planning basics
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Buying a home on your own: Ideas for a challenging market
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Buying a home on your own: Ideas for a challenging market
Despite ongoing affordability issues, almost half of first-time homebuyers say they want to apply for a mortgage on their own. If you're one of them, here are a few ideas to help you get started.
Mark Carney leads Liberals to victory: Now what?
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Mark Carney leads Liberals to victory: Now what?
Mark Carney and his Liberal Party have won a fourth term in Canada’s federal election. The new Carney-led government will take the helm amid ongoing political and economic uncertainty. MoneyTalks’ Kim Parlee speaks with Frank McKenna, Deputy Chair, Wholesale Banking at TD Bank Group and Beata Caranci, Chief Economist with TD, about the election results, relations with the U.S., and the road ahead for Canada’s economy.