FVEPC Member

Lee, Dave

FMA, CFP, CSWP, FCSI

Wealth Advisor

ScotiaMcLeod

100 - 1676 Martin Drive

White Rock, BC,  V4A 6E7

Ph: 604-535-4743

Fax: 604-531-0227

Email: dave_lee@scotiamcleod.com

Website: www.dave-lee.ca

Occupation:

Wealth Advisor / Investment Executive

Areas of Specialty:

Retirement and Estate Planning, Corporate and Trust Accounts, Insurance

Professional Memberships / Activities:

Financial Planning Standards Council, Fellow of the Canadian Securities Institute,
Director for FVEPC, Society of Trust and Estate Practitioners

FVEPC Category:

Financial Planner

Member since:

2008