Scotia Wealth Management - White Rock

I have been so fortunate to work with Dave Lee for the last 3 years, as power of attorney for my aging parents now living in long term care. Dave has been kind, patient, professional and attentive in helping me with all aspects of my folks' investments. He has advised me in planning for their current and future needs, gifting, strategies for tax savings and flagging any potential legal matters for attention. He is a super nice guy, responds quickly to every issue and question. I have my own accounts with him now as well, so he's looking out for all of us. And we feel quite blessed!

Dave Lee is very knowledgeable and convincingly answered all my questions while providing extremely helpful perspectives. I highly recommend his services for anyone interested in wealth management!