Lee Stuart Bryson Biro Family Office
Lee Stuart Bryson Biro Family Office Benjamin Lee CFP, CIM, FCSI Senior Vice President, Portfolio Manager, Investment Advisor T: 905.474.2813 C: 416.720.9406 [email protected] Stephen Stuart LL.B., CFP, RFP Investment Advisor T: 905.474.1858 C: 416.999.1068 [email protected] Wayne Bryson CFP, CIM, FCSI Vice President, Portfolio Manager, Investment Advisor T: 905.474.1326 C: 416.844.1155 [email protected] Tara Biro FMA Investment Advisor T: 905.474.1971 C: 416.409.1712 [email protected] Lee Stuart Bryson Biro Family Office is a part of TD Wealth Private Investment Advice. Lee Stuart Bryson Biro Family Office consists of Benjamin A Lee, Senior Vice President, Portfolio Manager, Investment Advisor; Stephen W Stuart, Investment Advisor; Wayne Bryson, Vice President, Portfolio Manager, Investment Advisor; and Tara Biro, Investment Advisor. All insurance products and services are offered by life licensed advisors of TD Waterhouse Insurance Services Inc., a member of TD Bank Group. TD Wealth Private Investment Advice is a division of TD Waterhouse Canada Inc., a subsidiary of The Toronto-Dominion Bank. TD Waterhouse Canada Inc. – Member Canadian Investor Protection Fund. ® The TD logo and other trade-marks are the property of The Toronto-Dominion Bank. 14061257PC Trade Execution – Equity, Bonds, Mutual Funds, etc. Account inquiries RRSP/RRIF withdrawals Current Portfolio Balance, Cash, etc. Vincent Yuen CIM, FCSI Associate Investment Advisor T: 905.474.1027 C: 416.885.8208 [email protected] • • • • Thor Hervieux CFA Associate Investment Advisor T: 905.474.2268 C: 647.969.8467 [email protected] Research opinion or request Investment and Wealth Planning/Taxation queries Stock and Mutual Fund inquiries Questions on new/existing Insurance Policies Change updates to monthly transfers or contributions Tax Forms required for accountant/tax returns Questions re: Client Update Forms (Know Your Client) Eliza Wong Assistant Investment Advisor T: 905.474.2848 [email protected] • New account requirements • Know Your Client (KYC) forms Cristy Crawford, Jennifer Reid, Yubin Lee Administrative Assistants T: 905.474.3116 [email protected] • Appointment scheduling, conference calls, and phone meetings • Address and contact information changes • Administrative support • Arrange a courier pick-up Cheuk Tam Assistant Investment Advisor T: 905.474.2935 [email protected] • General client support • Administrative support Lee Stuart Bryson Biro Family Office TD Wealth Private Investment Advice 308-85 Enterprise Blvd, Markham, ON L6G 0B5 T 905 474 3116 F 905 474 3783 Conference Line: 416.406.5118 or 866.276.0948 Benjamin Lee Conference ID: 7260604 Wayne Bryson Conference ID: 9999395
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