Dave Lee of ScotiaMcLeod is rank 7 in Wealth Professional Canada's 2017 Top 50 Advisors
ScotiaMcLeod
Scotia Wealth Management
White Rock, BC
While Scotia Wealth Management advisor Dave Lee may not have the AUM of many of those on this list, the fact he was able to increase his AUM this year by more than $65 million – a jump of 174% – means he more than deserves his place among Canada’s premier advisory talent. Last year was a great one for Lee, and 2017 is sure to be busy as well.
Investors who work with Lee are coming to someone with plenty of credentials. In his 12 years in the business, he has earned CIM, CFP and FCSI designations. His focus on providing clients with a complete financial picture also led him to serve as president of the Fraser Valley Estate Planning Council; these days, he also devotes his spare time to work with the Peach Arch Hospital Foundation.
Scotia Wealth Management
White Rock, BC
While Scotia Wealth Management advisor Dave Lee may not have the AUM of many of those on this list, the fact he was able to increase his AUM this year by more than $65 million – a jump of 174% – means he more than deserves his place among Canada’s premier advisory talent. Last year was a great one for Lee, and 2017 is sure to be busy as well.
Investors who work with Lee are coming to someone with plenty of credentials. In his 12 years in the business, he has earned CIM, CFP and FCSI designations. His focus on providing clients with a complete financial picture also led him to serve as president of the Fraser Valley Estate Planning Council; these days, he also devotes his spare time to work with the Peach Arch Hospital Foundation.
