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Dave Lee - Scotia Wealth Management
Categories
Insurance & Wealth Management
About Us
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
www.dave-lee.ca
604-535-4743
Rep/Contact Info
View Personal BioDave LeeHow can I be of service?
Visit me online at www.dave-lee.ca or call 604-535-4743.
Qualifications:
Bachelor's and Master's Degrees
Chartered Investment Manager (CIM)
Certified Financial Planner (CFP)
Fellow of the Canadian Securities Institute (FCSI)
Past President, Fraser Valley Estate Planning Council
Full Investment and Insurance Licenses
Frequent speaker on wealth management and estate planningDave LeeSenior Wealth Advisor- Phone: (604) 535-4743
- Send an Email
- 100 - 1676 Martin Drive White Rock British Columbia V4A 6E7
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