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Dave Lee

Senior Wealth AdvisorScotia Wealth ManagementWhite Rock, British Columbia

I welcome exploratory conversations to see if there’s a fit between what you’re looking for and the way me and my team serve clients.
I enjoy tailoring investment portfolios and financial advice to help clients achieve their goals. I work best with established families and business owners with more complex investment, tax and family circumstances. However, those with simpler financial needs also value knowing that we can handle whatever surprises life might provide.

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Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Executive Compensation Benefits Estate Planning Family Business Planning Insurance Planning Investment Planning Legacy & Philanthropic Planning Retirement Income Planning Tax Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Financial Planner Insurance Advisor

Languages ?
Advisors will sometimes have proficiency in languages other than English and French

English

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

Alberta British Columbia Manitoba Ontario Saskatchewan

Certification/Additional Courses ?

CFP® CIM® FSCI® FMA

Investment Products Offered ?
Some advisors are able to offer different types of investment products.

Annuity Bond Exchange Traded Fund (ETF) Guaranteed Investment Certificate (GIC) Stock Private Equity
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