Dave Lee Email
Senior Wealth Advisor @ Scotiabank
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Dave Lee Location
- Surrey, BC, CA
Dave Lee Work
- Senior Wealth Advisor @ (January 2009 - Present)
- Investment Advisor and Financial Planner @ (January 2005 - January 2009)
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
- Asset Management
- Business Succession Planning
- Certified Financial Planner
- Critical Illness Insurance
- Disability Insurance
- Equities
- Estate Planning
- Exchange Traded Funds
- Financial Planning
- Fixed Income
- Income Solutions
- Insurance
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Mutual Funds
- Pensions
- Portfolio Management
- Preferred Shares
- Retirement
- Retirement Planning
- Securities
- Stocks
- Strategic Financial Planning
- Succession Planning
- Trusts
- Universal Life
- Wealth
- Wealth Management
- Wealth Management Services
- Whole Life
- 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
- Financial Management Advisor
- Chartered Strategic Wealth Professional
- Bonds
- Gics
- Term Life Insurance
- Gic
- Asset Allocation
- High Net Worth Individuals
- Financial Advisory
- 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 Asset Management, Business Succession Planning, Certified Financial Planner, Critical Illness Insurance, Disability Insurance and more. Dave Lee has 3 emails on RocketReach.
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