About Dave Lee
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, 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.
Often quoted in the local and national media, 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 is married, with twins — a daughter and a son.
Established individuals and families who enjoy working with experienced and proactive professionals.