Personalized investment advice

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,

We will:

  • 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

 



Client Reviews

 Our portfolio has increased in value and we feel that this is due to the advice that David has given us during the last several years. 

M. G. – 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
  • Send you account statements and trading confirmations
  • 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.

 

Get to know Dave's Team

Meet My Experienced TeamAs experienced wealth professionals, Dave and his team take pride in building strong relationships and delivering value to clients.

Learn more…

Get to know Our Services

Learn About My Unique ServicesCustomized investment portfolios, professional wealth management, and a strategic plan that positions you to realize your objectives.

Learn more…

Contact Us

604.535.4743
604.531.0227

Book Meeting

Dave Lee - Scotia Wealth Management White Rock Banner