in
Toronto, ON

Dave Lee - Scotia Wealth Management

15190 North Bluff Rd, White Rock, BC V4B 3E5
604-535-4743

If you're an investor who wants choice, flexibility and rigorous risk management, you've come to the right place. Dave takes the time to consider all the factors that make your financial situation unique, and he personalizes your investment portfolio, tax strategy, retirement plan and estate plan so that they all work together. And, if you're retired or approaching retirement, you'll benefit from Dave's expertise in making all the right decisions that need to be made in this stage of life. Come and experience the professional excellence and service provided by Dave and his team.

Dave Lee - Scotia Wealth Management - 15190 North Bluff Rd, White Rock, BC

Situated at 15190 North Bluff Rd near you, Dave Lee - Scotia Wealth Management is a merchant within the investments section of Canpages.ca online directory.

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Opening Hours

Monday 7:30 am - 4:00 pm

Tuesday 7:30 am - 4:00 pm

Wednesday 7:30 am - 4:00 pm

Thursday 7:30 am - 4:00 pm

Friday 7:30 am - 4:00 pm

Appointment Only

Products and Services

  • Bonds
  • Insurance
  • Investment Portfolio
  • Tax Planning
  • Stocks
  • Estate Planning
  • Life Insurance
  • GICs
  • Individual Pension Plan
  • RRSP
  • Exchange Traded Funds
  • Critical Illness Insurance
  • TFSA
  • Financial Advice
  • Investments
  • Private Banking
  • Discretionary Management
  • Portfolio Management
  • Retirement Planning
  • Financial Planning

Methods of Payment

  • Not Applicable

Languages Spoken

  • English

Brands Carried

  • Standard Life
  • BMO Insurance
  • Purpose Investments
  • 1832 Asset Management
  • Sentry
  • Transamerica
  • Hollis
  • AGF
  • Powershares
  • Great West Life
  • Bank Of Nova Scotia
  • iShares
  • Manulife
  • Empire Life
  • Dynamic
  • Fidelity Investments
  • Vanguard
  • TD Bank
  • Canada Life
  • Royal Bank
  • Bank Of Montreal
  • Home Trust
  • RBC Insurance
  • Invesco
  • Sun Life

Categories

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