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]
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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