Dave Lee, FMA, CFP, CSWP, FCSI ·Wealth Advisor

Dave is the key point of contact for clients, and he is involved in every aspect of the wealth advisory process. Dave regularly reviews client portfolios, coordinates short and long range financial plans, and actively develops financial strategies to improve every aspect of his clients' financial lives. Dave is supported by an experienced team of specialists who provide expertise to his clients in insurance, private banking, and advanced areas of financial planning.

As a Fellow of the Canadian Securities Institute, Dave has received the highest honour in the investment industry. He is also insurance licensed and holds advanced qualifications in financial planning.

Dave regularly consults with high profile experts in the fields of equities, fixed income, managed funds and tax, many of whom are regularly seen and quoted nationally in the media.

Away from the office, Dave enjoys a number of active pursuits, including hiking, photography and international travel, which have now taken him to 40 countries on six continents.  At the request of clients, a photo gallery has been added to this site.

Click here to contact Dave.

Professional Qualifications

Kelsey Sjoberg · Adminstrative Assistant

Kelsey provides administrative support and works with clients to answer any administrative questions about their accounts.  Click here to contact Kelsey.

Gary Barker CFP, CLU · Life Insurance, Living Benefits

Gary’s role in the team is to help our clients manage risk and preserve wealth.  Insurance is a tool that can be used to minimize taxes, enhance income, manage health risks, protect assets or create a legacy.

With management experience in a major Canadian life insurance company, and an in-depth knowledge of ever changing insurance options available, Gary’s expertise is a valuable resource.

Gary will fully evaluate your existing policies, review any gaps in your coverage, and draw on his depth of knowledge and experience to recommend the appropriate course of action for you.  At your request, he then solicits competitive quotes from all the major insurance companies in Canada, compares the rates offered, and provides illustrations, explanations, and any other information needed to help you make an informed decision.

Lara Hein, PFP, STI · Trusts, Executor Appointments

Lara’s role is to customize trust, executor and private banking services for clients.  Being named an executor is an honour, but it is also a demanding and complex responsibility for most individuals to undertake.  Clients can draw on the services of Scotiatrust to administer, settle and manage an estate or a trust. 

Lara is committed to delivering superior service and meeting the needs of busy individuals and their families.  Her breadth of experience, in both investments and estate planning, provides her with a solid understanding of the financial solutions offered through Scotiatrust.

Kathy Kushner CFP, PFP · In-Depth Financial Plans

Kathy’s role is providing financial planning advice to clients with complex and sophisticated needs and goals and preparing highly customized, written financial plans. She draws on the expertise that she has developed over many years to explore relevant financial, retirement, tax, Will and Estate Strategies.

Kathy holds the Certified Financial Planner designation and the Personal Financial Planning designation as well as the Canadian Securities Course and the LLQP (Life Insurance).

Kathy is an active member of Advocis - the Financial Advisors Association, as well as a volunteer with the Financial Planners Standards Council.

Darral Sherman CFP, STI · Will and Estate Reviews

Darral’s role is to offer advice and guidance to clients for their Will and Estate Planning Strategies, which can then be provided in written form to an independent lawyer of your choosing for implementation. Through Darral, clients can draw on the services of Scotiatrust to administer a Will or a trust.  He holds the Certified Financial Planner designation, the Specialist, Trust Institute diploma and he has been with the Scotiabank Group since 1975.