Dave Lee Location
- Surrey, BC, CA
Dave Lee Work
- 2009 - now Senior Wealth Advisor @
- 2005 - 2009 Investment Advisor and Financial Planner @
Dave Lee Education
- Canadian Securities Institute 2002 - 2014
- Simon Fraser University
Bachelor of Science (B.Sc.)
- Society of Trust and Estate Practitioners
(Estate Planning)
- University of Surrey (UK)
Master of Science (M.Sc.)
Dave Lee Skills
- Time Management
- Teamwork
- Microsoft Excel
- Office Administration
- Sales
- Project Planning
- Analytical Skills
- Microsoft Office
- Outlook
- Project Management
- Research
- Analysis
- Market Research
- Social Media
- Event Planning
- Marketing Communications
- Risk Management
- Banking
- Event Management
- PowerPoint
- Microsoft Word
- Microsoft Project
- Microsoft Outlook
- Microsoft PowerPoint
- Prezi
- Customer Service
- Public Speaking
- Team Building
- Team Leadership
- Communication
- Microsoft Expression
- Excel Pivot
- Microsoft Access
- Scope Management
- Communications Management
- Quality Management
- Marketing
- Strategic Planning
- Social Media Marketing
- Wealth Management
- Estate Planning
- Wealth
- Investments
- Strategic Financial Planning
- Investment Strategies
- Financial Planning
- Retirement Planning
- Certified Financial Planner
- Investment Advisory
- Securities
- Fixed Income
- Succession Planning
- Mutual Funds
- Retirement
- Insurance
- Income Solutions
- Business Succession Planning
- Financial Management Advisor
- Chartered Strategic Wealth Professional
- Stocks
- Bonds
- Preferred Shares
- Exchange Traded Funds
- Gics
- Term Life Insurance
- Universal Life
- Whole Life
- Disability Insurance
- Critical Illness Insurance
- Pensions
- Gic
- Investment Management
- Portfolio Management
- Asset Allocation
- Trusts
- Wealth Management Services
- High Net Worth Individuals
- Financial Advisory
- Asset Management
- Equities
- QROPS
- Finance
Dave Lee Summary
- Dave Lee, based in Surrey, BC, CA, is currently a Senior Wealth Advisor at Scotia Wealth Management. Dave Lee brings experience from previous roles at BMO Nesbitt Burns. Dave Lee holds a 2002 - 2014 Canadian Securities Institute. With a robust skill set that includes Time Management, Teamwork, Microsoft Excel, Office Administration, Sales and more. Dave Lee has 2 emails on RocketReach.
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