Our Team

Dave Lee CIM, CFP, FCSI ·Senior Wealth Advisor

As a Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Industry (FCSI), Dave works hands-on with clients to find the best investment and income opportunities that are available.

For each client, Dave constructs a personalized Total Wealth Strategy, bringing together investments, insurance, taxation and long-range financial planning for maximum benefit. Clients also get access to an experienced team of financial specialists for life insurance, private banking and estate planning strategies that coordinate their financial affairs. 

As a Certified Financial Planner (CFP), Dave aims to provide thoughtful, relevant financial advice to his clients. Dave works with multiple generations, and his expertise is particularly well-suited to professionals, seniors and business owners.  

Dave began investing at the age of 12 with the help of his father, who also worked in the financial industry, and he has had a keen interest in the markets and financial issues ever since. He also invests in travel, having been to 44 countries and counting. But his best returns come from the time he invests in his family: Dave's married, with twins -- a daughter and a son.  

Dave has received local and national recognition for his expertise, including being named one of the top-10 advisors in Canada by Wealth Professional magazine.

Contact Dave at (604) 535-4743 to arrange a meeting. Click here for a map and our address.

Professional Qualifications


Miriam Pastor · Senior Associate


As a fully licensed associate, Miriam oversees all areas of administration and operations for Dave, and she supports the team by setting up new accounts, answering client calls and ensuring that clients get exactly what they need with efficiency and enthusiasm. Outside the office, Miriam enjoys running and travelling. 

Contact Miriam at (604) 535-4714 for administrative support and information. 

 


Anthony Windeyer CFP, CLU, TEP Life Insurance, Living Benefits · Advisor

Scotia Wealth Insurance Services

Anthony has worked in the financial planning industry for over twenty years.  His broad understanding of insurance products and strategies combined with many years of experience allows him to seamlessly integrate insurance solutions that greatly enhance the overall financial situation of our clients.

Insurance is a tool that can be used to minimize taxes, enhance income, manage health risks, protect assets or create a legacy, and Anthony works with all the major insurance companies in Canada to prepare the illustrations, explanations, and any other information needed to help you make an informed decision.  

Anthony is committed to the highest level of professionalism in providing advice, service, and insurance related product solutions, available anywhere in the financial services industry today.


Monique Trepanier B.A. (Hon.), LL.B · Estate and Trust Consultant

ScotiaTrust

Monique’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 Monique, clients can draw on the services of Scotiatrust to administer a Will or a trust. Prior to joining the Scotiabank Group, Monique practiced law in Vancouver specializing in the area of wills and estates.


Canice Spitzer · Private Banker

The Bank of Nova Scotia

Private banking is an optional service that many clients choose to take advantage of. Clients can benefit from the personal, attentive, and professional service of a dedicated Private Banker, with an emphasis on anticipating and addressing all banking needs quickly, accurately and completely.

Many of the things that one would normally do in person at a bank branch, whether routine or specialized, can be handled by Canice with a simple phone call. With 20 years experience across all facets of banking, Canice is uniquely qualified to save clients time and make life easier.

 


 

 

Contact Us

604.535.4743
604.531.0227

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