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Contact Information
DavidLee
Scotia Wealth Management
1676 Martin Drive, Suite 100
White Rock, BCV4A6E7
CAN
Phone: 6045354743
Email Address: dave.lee@scotiawealth.com
Website: 100 1676 Martin Drive
Professional Background
Industry SectorInvestment/Brokerage, Financial Planning, Insurance, Portfolio Management, Estate & Trust,
DesignationsCIM, FCSI, FMA, CFP
Years of experience

11-15

Services Offered
Products licensed to sell.Stocks, Bonds, Mutual Funds, Insurance, Wrap Accounts, GICs, Hedge Funds,
Languages spoken.English,
Method of compensationCommission, Fee based (a percentage of client assets), Fee only,
License expiry date2017-11-02

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