Requires specialized financial planning expertise to address unique tax, estate, retirement, family or business situations.
Your Partner in Managing Wealth
The path to creating a successful financial plan for my clients begins with a relationship. The kind of relationship that helps me to better understand you, your family and your business.
My belief is that the more I know about your personal circumstances, the more effective I can be in helping you achieve your vision of success.
It could mean retiring a few years earlier, giving your children a head start in life, helping your community, completing a university degree or spending winters in the sun.
However you define success, my wealth management process puts a plan in place to help you achieve the things that matter most to you.
Sound Advice Tailored to Your Needs
The first step is for me to learn about you, your work, your family and your plans for the future. I then examine your current investments, tax issues, time frame and risk profile.
At our second meeting you will receive an assessment of your current situation as well as an outline of the specific services that we can provide to help you achieve your goals. After this meeting, we decide whether or not there is a fit for us to work together.
We then begin the process of implementing the plan, and schedule regular reviews to track our progress, hear what is new in your life and update your plan accordingly.
Expertise When You Need it Most
Life happens. And when it does, I’m there to help my clients adjust their financial plan to make the most of changing circumstances. Whether its aging parents, family breakdown, an inheritance, or the sale of a business or other property, meeting with a Certified Financial Planner is a wise choice.
For more specialized advice, my clients have access to the Wealth Management Group which includes an Insurance Advisor, an Estate Lawyer and a Tax Specialist.
I also work closely with my clients’ existing professionals, and can make referrals as needed.
A Reputation For Excellence
As one of the oldest and largest investment firms in Canada, our commitment to providing the highest standards to our clients is unparalleled: We have been rated #1 in Canada for investment research for more than 25 consecutive years.
Book a Complementary Review
Whether you have specific questions or would just like a professional to take a fresh look at your current strategies, I’m here to help. You can expect honest, well reasoned advice and a clear explanation of the options available to you.
On a Personal Note …
Born and raised in the Lower Mainland, I have earned degrees in both Canada and the UK. My professional designations include Financial Management Advisor (FMA) and a Certified Financial Planner (CFP).
My travels to more than 35 countries have given me an understanding of what different places and cultures have to offer, as well as an appreciation for the quality of life we enjoy here on the West Coast. I now reside in White Rock and enjoy hiking, golf, snowboarding and photography.
I am dedicated to quality, long-term relationships that are built on honesty, integrity, trust and caring.
Investment Offerings
Treasury Bills and GICs
Government and Corporate Bonds
Principal Protected Notes (PPNs)
Canadian and Foreign Equities
Exchange Traded Funds (ETFs)
Over 3000 Mutual Funds
Over 600 Segregated Funds
Access to Institutional and Pension Fund Managers
Life, Disability and Critical Illness Insurance
Account Types
Personal
Corporate
Formal Trusts
Registered (RRSPs, RRIFs, RESPs,LIRAs,LIFs)
Individual Pension Plans (IPPs)
Discretionary Managed Accounts
Dave Lee, FMA, CFP Investment Advisor and Financial Planner BMO Nesbitt Burns, White Rock (604) 535-4323 dave.lee@bmonb.com
1All insurance products and advice are offered through BMO Nesbitt Burns Financial Services Inc. by licensed life insurance agents, and, in Quebec, by financial security advisors.
2The comments included in the publication are not intended to be a definitive analysis of tax law: The comments contained herein are general in nature and professional advice regarding an individual’s particular tax position should be attained in respect of any person’s specific circumstances.
3Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2007 Report.
4The opinions, estimates and projections contained herein are those of the author as of the date hereof and are subject to change without notice and may not reflect those of BMO Nesbitt Burns Inc. (“BMO NBI”). Every effort has been made to ensure that the contents have been compiled or derived from sources believed to be reliable and contain information and opinions that are accurate and complete. Information may be available to BMO Nesbitt Burns or its affiliates that is not reflected herein. However, neither the author nor BMO NBI makes any representation or warranty, express or implied, in respect thereof, takes any responsibility for any errors or omissions which may be contained herein or accepts any liability whatsoever for any loss arising from any use of or reliance on this report or its contents. This report is not to be construed as an offer to sell or a solicitation for or an offer to buy any securities. BMO NBI, its affiliates and/or their respective officers, directors or employees may from time to time acquire, hold or sell securities mentioned herein as principal or agent. BMO Nesbitt Burns Inc. and BMO Nesbitt Burns Ltee/Ltd. ("BMO Nesbitt Burns") will buy from or sell to customers securities of issuers mentioned herein on a principal basis. BMO Nesbitt Burns, its affiliates, officers, directors or employees may have a long or short position in the securities discussed herein, related securities or in options, futures or other derivative instruments based thereon. BMO Nesbitt Burns or its affiliates may act as financial advisor and/or underwriter for the issuers mentioned herein and may receive remuneration for same. A significant lending relationship may exist between Bank of Montreal, or its affiliates, and certain of the issuers mentioned herein. BMO NBI is a wholly owned subsidiary of BMO Nesbitt Burns Corporation Limited which is an indirect wholly-owned subsidiary of Bank of Montreal. Any U.S. person wishing to effect transactions in any security discussed herein should do so through BMO Nesbitt Burns Corp. and/or BMO Nesbitt Burns Securities Ltd.
All market data is delayed by at least 20 minutes unless otherwise noted. Quotes, historical data, charts and statistics are provided by SunGard PowerData. BMO Nesbitt Burns is not responsible for the information provided.
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