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FCSI® Directory Profile

Contact Information
David Lee
Scotia Wealth Management
1676 Martin Drive, Suite 100
White Rock, BC V4A6E7
CAN
Phone: (604) 535-4743
Email address: dave.lee@scotiawealth.com
Website address: www.dave-lee.ca
Professional Background
Industry sectorInvestment/Brokerage, Financial Planning, Insurance, Portfolio Management, Estate & Trust, Wealth Management,
DesignationsFCSI®, CIM®, FMA, CFP
Years of experience

11-15

Services Offered
Financial advice provided to clientsYes
Languages spokenEnglish,
License expiry date2017-11-18

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