Contacting Us Is Easy ...

Get professional and timely service by calling us between 7:30 AM and 4 PM on weekdays or by emailing any time. Let us know how we can help.  

Contact Dave to discuss your investments and life insurance, and for advice on retirement planning, estate planning, generating income and reducing taxes.

Contact Miriam at (604) 535-4714 for account queries, to book a meeting, and for administrative matters such as setting up new accounts, updating personal information and making changes to monthly payments.

Please note that in person meetings require an appointment.

Mailing Address

100-1676 Martin Drive
White Rock, British Columbia
Canada V4A 6E7



Get directions to our office located on Martin Drive.


Parking is readily available. 

We look forward to seeing you!

Name Position Phone
Dave Lee Senior Wealth Advisor 604.535.4743
Miriam Pastor Senior Associate 604.535.4714

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