Personalized investment advice
We provide individual investors with a robust institutional investment platform, rich in choice and flexibility, and grounded in rigorous risk management.
A Total Wealth Management Strategy designed just for you.
Dave takes the time to consider all the factors that make your financial situation unique, and he personalizes your investment portfolio, tax strategy, retirement plan and estate plan so that they all work together.
Visit our Upcoming Seminars page for opportunities to learn about key wealth management topics from Dave and his colleagues.
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.
Dave works primarily with those who are nearing retirement and those who have already achieved financial independence. Dave and his team are dedicated to professional excellence and delivering the highest levels of service.
To ensure your financial success, we will:
- Learn about your current financial plan and life goals
- Develop a personalized investment portfolio
- 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
- Help you plan for major life transitions
I highly recommend Dave Lee as a reputable financial advisor. He has integrity and I have complete trust in Dave’s advice for my investments.
N. M. – Retired
To keep you well informed, we will:
- Be available to answer your questions
- Return phone and e-mail messages quickly
- Contact you regularly
- Meet in person as needed
- Provide year-end tax reporting
- Provide you with online access to your accounts
- Invite you to educational seminars
- Send you Dave’s newsletter – “Investment Insights”
Our office hours are from 7:30am to 4:00pm. Evening appointments available by request.
Click here to book a meeting.
Get directions to our office located on Martin Drive.