• Dave Lee - Scotia Wealth Management

    Dave Lee - Scotia Wealth Management


    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

    Rep/Contact Info

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    Dave Lee
    Senior Wealth Advisor
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