Blair + Adrian Wealth Advisory

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79 Wellington St W
Toronto, ON M5J
+1 (416) 601-3275
http://blairadrian.com

Lee Wealth Advisory Group, led by Lawrence Lee in Toronto, fosters open dialogue to understand your financial goals and aspirations thoroughly. By engaging clients in in-depth discussions, including family members and other advisors if desired, the team tailors wealth management solutions to simplify financial planning.

Clients benefit from personalized investment advice, emphasizing security and risk management for high net worth individuals, families, trusts, and charitable foundations. Lawrence's expertise in asset allocation models and market analysis, backed by TD Securities resources, ensures client portfolios align with specific financial needs and goals.

With over 19 years of experience, Lawrence holds prestigious designations like CIM® and FCSI® to provide comprehensive wealth management beyond basic investment plans. Specializing in tax-effective strategies and estate planning, the team at Lee Wealth Advisory Group exceeds expectations by delivering tailored solutions that prioritize client objectives.

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Canada›Ontario›Toronto›Blair + Adrian Wealth Advisory