Lee Private Wealth Advisory of RBC Dominion Securities
Integrity. Professionalism. Expertise. Our success is based on your satisfaction.
Bringing Institutional Rigor to Retail Investors
Edward has worked in the investment industry in Toronto’s downtown core for 23 years, 15 of which have been spent in senior management and leadership roles with large institutional and retail investment management firms.
His extensive experience managing the complex needs of multi-billion dollar relationships provides him with the unique skill set, and perspective, to bring institutional investment management rigor to business and individual investors and their often complex wealth planning needs.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
What we do
We design investment portfolios tailored to your current and future needs, using a disciplined process to keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes, or retirement planning, we customize solutions to your circumstances. Before recommending anything, we review your financial situation, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. We may also connect you with RBC specialists in insurance, estate planning, and business planning to ensure every financial need and life stage is planned for.
How we do it
Our four-step portfolio process is designed to keep your investments aligned with your goals at every stage. We begin with a discovery meeting to understand your needs, goals, time horizon, and risk tolerance. Next, we develop an Investment Policy Statement as the guiding principles for managing your portfolio. Using this foundation, we build a personalized mix of stocks, bonds, and cash, collaborating with investment strategists and research analysts. Finally, we consistently monitor and review your portfolio, adjusting to maintain alignment with your objectives in changing market conditions.
The client comes first
The client, their family, and their total wealth needs are the foundation of our approach.
Edward’s beliefs serve as the cornerstone for his commitment to managing his clients’ unique and often complex wealth needs, helping them prepare for significant life events and planning for the tax-efficient transfer of wealth within their family and/or business.
By serving as a trusted advisor and confidante for each client, Edward’s commitment is to provide the following:
- Thoughtful and personal interaction to understand every client’s unique situation and corresponding needs, both financial and emotional.
- 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.
- Delivery of a customized and easy-to-understand wealth and investment plan, which charts the path to satisfy the client’s long-term goals.
- 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.
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
Serving specialized needs
While we are able to advise on any Canadian’s wealth, our accomplished team has expertise and experience serving the particular requirements of several key groups.
Business owners
With a complete understanding of the unique circumstances facing business owners, we offer fully integrated personal and business wealth planning that always keeps taxes top of mind.
Retirees and pensioners
Whether you’re preparing for retirement or already retired, it’s never too early – or too late – to plan. Because retirement is a journey that can last decades, we guide you in taking every financial opportunity to make the most of it.
Working professionals
If you’re still actively building wealth, we can help you prioritize goals, build your assets while managing debt, and plan for the future, so that you can focus on what truly matters most to you.
Highly affluent individuals
A high net worth requires a best-in-class approach to help manage it. That’s why we rely on our own expertise – and that of our world-class RBC partners – to help you achieve your goals for the future.
Overcoming challenges, capitalizing on opportunities
Starting, growing, and selling a business comes with challenges and opportunities that – with the right support – can be overcome and capitalized on. We help you do just that by working closely with our world-class RBC partners, providing expert advice in a range of key areas to help protect what you’ve worked so hard to build.
Asset management
We’ll help you protect your business and personal assets as tax-efficiently as possible, proactively addressing your needs and seeking avenues for future growth.
Tax planning
We’ll help you make the most of your hard-earned wealth by recommending potential tax strategies that are aligned with your business goals and objectives.
Business growth
We’ll work with our partners at RBC Business Financial Services to help you leverage credit to promote growth and improve cash flow for your business.
Workforce support
We’ll make taking care of your employees easier by helping you develop employer-sponsored group retirement saving plans and group benefits packages from RBC Insurance.
Succession planning
Whether you plan on selling your business, transferring it to a family member, or setting up a buyout, we’ll provide you with comprehensive strategies to make it as smooth as possible.
Retirement planning
Exiting your business is the start of a new and exciting chapter, and we’ll ensure you have a robust plan in place to help you make the most of it.
Individuals & Families
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Video Blog
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Business Owners & Executives
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Videos for business owners
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Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.