Edward Lee
Investment Advisor @RBC Dominion Securities
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WORK HISTORY
Investment Advisor @RBC Dominion Securities
Toronto, ON, CA
In my role as an Investment Advisor, I work with clients to develop a comprehensive wealth analysis and subsequent delivery of a customized tax efficient wealth plan. The final wealth plan typically covers the following: investment portfolio recommendations, retirement planning considerations, tax planning strategies, insurance and estate planning advice, and banking and credit services.My commitment to clients includes the following:1. Thoughtful and personal interaction to understand every client’s unique situation and corresponding needs, both financial and emotional.2. A client/advisor partnership designed to provide comfort and confidence to investors, while also helping them reach their long-term financial, lifestyle and estate goals.3. Delivery of a customized and easy-to-understand wealth and investment plan, which charts the path to satisfy the client’s long-term goals.4. Effective implementation of each client’s wealth and investment plan by leveraging the significant scale and expertise of RBC and our specialists. A customized approach to communication with each client, which delivers timely and relevant information pertaining to their wealth goals. Investors that will find my services most beneficial include:1. Families looking to grow their wealth and ensure their next generation is well prepared to receive a lasting financial legacy2. Business owners who need assistance in managing their personal and often complex business wealth3. Pre-retirees and retirees looking to achieve their lifestyle dreams while ensuring a tax efficient transfer of wealth to the next generation4. Professionals requiring help managing their personal and practice assets to allow them to concentrate on their own clients/ patients or business needs.
EDUCATION
University of Guelph
Bachelor of Applied Science - BSc, Microbiology and Biotechnology
Ivey Business School at Western University
MBA, Sales Management
ABOUT EDWARD LEE
Edward has worked in the investment industry in Toronto’s downtown core for over 26 years, 15 of those years in senior management and leadership roles with large institutional and retail investment management firms.His extensive experience managing the complex investment needs of multi-billion dollar relationships provides him with the unique skill set, and perspective, to bring institutional investment management rigor to individual and business owner investors and their often complex wealth planning needs.By utilizing his extensive investment experience, well defined process, and significant RBC resources Edward strives to help his clients reach their long term wealth goals by charting a clear, comprehensive and customized path to reaching these goals.Fundamental to Edward’s investment process is to preserve his client’s wealth while also providing upside growth potential in a thoughtful and deliberate manner. To achieve this, client portfolios will leverage both strategic and tactical asset allocation and typically include three different investment sleeves structured as follows:1. A core sleeve of long term investments to provide a stable, low volatility foundation. A theme driven active sleeve of short to mid-term investments, seeking to benefit from current economic and market themes, to provide upside growth potential.3. Additional investment into individual high conviction securities which look to benefit from shorter term opportunities.Wealth planning, at both the individual client and household level, is also a key part of Edward’s practice as he considers each household’s unique estate planning, insurance, credit and tax related needs. As part of RBC Dominion Securities Edward utilizes many internal specialist teams, while also interacting with his clients’ professional networks, to ensure each client’s wealth planning needs are identified and implemented.Feel free to visit my website for a complimentary portfolio review at
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