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 Location
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
Cantonese
English
Mandarin
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:
- Reduce your taxable income during your lifetime or upon passing away
- Explore income splitting strategies
- 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:
- How much income is needed for the retirement you aspire to?
- How can you save enough to fund your retirement?
- How can you reduce taxes during retirement?
- 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.
- Ensure you have an up-to-date Will and Power of Attorney
- Consider using executor services like a corporate executor or Power of Attorney for Property
- Transfer your wealth and help avoid any unintended consequences
Success Begins With Understanding
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
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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