CIM, CFP, FCSI
Senior Wealth Advisor
Retirement & Estate Planning, Corporate and Trust Accounts, Insurance, Investment Management, Tax Strategies
Scotia Wealth Management
100 - 1676 Martin Drive
White Rock, BC
V4A 6E7
website: https://dave-lee.ca/
Chartered Investment Manager (CIM), Certified Financial Planner (CFP), Fellow of the Canadian Securities Institute (FSCI)
Member since: 2008
