Dave's clients look to him for trusted professional advice on growing their investment assets, providing income security, reducing taxes, obtaining life insurance, and in-depth financial planning.

Dave believes that the best financial plan is the one that is designed just for you.

This is why he takes the time to get to know you, and what’s important to you. He starts with no assumptions, and works with you to create a personalized financial plan and investment portfolio that you understand and are comfortable with.

Whether you consider yourself a sophisticated investor, or prefer to keep things simple, Dave Lee and his team will work through ScotiaMcLeod's proven advisory process in the way that suits your individual needs.