Your total wealth strategy is designed just for you.
Dave takes the time to consider all the factors that make your financial situation unique as he, along with Scotia Wealth Management specialists, designs your investment portfolio, tax strategy, retirement plan and estate plan.
Dave's advanced qualifications enable you to benefit from professional insight on:
- Investment portfolios
- Generating income
- Reducing taxes
- Life and health insurance
- In-depth financial planning
Successfully meeting your financial objectives will likely require a combination of many different services and products. Clients look to Dave for independent, unbiased advice in meeting their financial objectives.
Dave believes that product limitations should not bias the advice you receive, and he highly values the independence that Scotia Wealth Management offers in being able to provide the broadest range financial tools to his clients.
Whether you consider yourself a sophisticated investor, or prefer to keep things simple, Dave Lee and his team are dedicated to providing the highest levels of service.
To take care of your financial well-being,
- Learn about your current financial plan and life goals
- Develop a personalized strategy for moving you forward
- Find investment opportunities that are right for you
- Provide monthly income as needed
- Explain our recommendations in words you understand
- Ensure your investment strategies are tax efficient
- Monitor your plan regularly to ensure it stays on strategy
- Openly discuss investment management costs
- Work with your other professionals to coordinate your finances
- Take care of life insurance and other protection needs
- Help you plan for major life transitions
We feel that Dave went above and beyond the call of duty in making sure that our family's needs were cared for, even in our unusual circumstances.
L. S. – Medical Professional