Change your cover photo
Upload
Dave Lee | Senior Wealth Advisor | White Rock
Change your cover photo
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.

This user account status is Approved
Overall Rating
Nobody has reviewed this user yet.
You are not logged in. Please or register to review this Advisor.
This user did not receive any reviews yet.

Subscribe now and get 12 Smart Questions Everyone Should Ask Their Financial Advisor