Dave Lee - Scotia Wealth Management
Insurance & Wealth Management
I am a Chartered Investment Manager (CIM), Certified Financial Planner (CFP), and Fellow of the Canadian Securities Institute (FCSI).
I aim to provide thoughtful, relevant financial advice. My skillset is particularly well-suited to professionals, seniors and business owners.
How can I be of service to you?
Dave Lee CIM, CFP, FCSI
Senior Wealth Advisor