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Dave Lee - Scotia Wealth Management
Categories
Insurance & Wealth Management
Hours:
Get timely service by calling us between 7:30 AM and 4:00 PM on weekdays or by emailing any time.
Driving Directions:
Located near the Semiahmoo Shopping Centre.
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
Images
Gallery Image DaveLee0006_FVR.jpg
Rep/Contact Info
View Personal BioDave LeeRead my articles in the Peace Arch News, visit www.dave-lee.ca or reach out to me personally at 604-535-4743 to discuss your situation.
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
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- 100 - 1676 Martin Drive White Rock British Columbia V4A 6E7
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