Financial planning

Scotia Wealth Management Senior Wealth Advisor, Dave Lee, offers Total Wealth Planning in White Rock. To book an appointment, call 604.535.4743 or email dave.lee@scotiawealth.com.
Scotia Wealth Management Senior Wealth Advisor, Dave Lee, offers Total Wealth Planning in White Rock. To book an appointment, call 604.535.4743 or email dave.lee@scotiawealth.com.

The ABCs of investment accounts: Spousal RRSPs can balance tax burden

Over the last few months, White Rock Senior Wealth Advisor Dave Lee…

  • Nov 14, 2022

 

Scotia Wealth Management Senior Wealth Advisor, Dave Lee, offers Total Wealth Planning in White Rock. To book an appointment, call 604.535.4743 or email dave.lee@scotiawealth.com.

The ABCs of investment accounts: Finding flexibility in locked-in retirement accounts

Last month, White Rock Senior Wealth Advisor Dave Lee shared some things…

  • Oct 17, 2022

 

Scotia Wealth Management Senior Wealth Advisor, Dave Lee, offers Total Wealth Planning in White Rock. To book an appointment, call 604.535.4743 or email dave.lee@scotiawealth.com.

The ABCs of investment accounts: The best time to convert your RRSP to an RRIF

Deferring withdrawals reduces tax now, but it may hurt your family later

  • Sep 19, 2022

 

Scotia Wealth Management Senior Wealth Advisor, Dave Lee, offers Total Wealth Planning in White Rock. To book an appointment, call 604.535.4743 or email dave.lee@scotiawealth.com.

The ABCs of investment accounts: RRSPs aren’t always the best choice for retirement saving

TFSAs, RRSPs, RESPs, and more — White Rock Wealth Advisor explains the best use for each type

  • Aug 15, 2022
Scotia Wealth Management Senior Wealth Advisor, Dave Lee, offers Total Wealth Planning in White Rock. To book an appointment, call 604.535.4743 or email dave.lee@scotiawealth.com.
Scotia Wealth Management Senior Wealth Advisor, Dave Lee, offers Total Wealth Planning in White Rock. To book an appointment, call 604.535.4743 or email dave.lee@scotiawealth.com.
Dave Lee, Senior Wealth Advisor with Scotia Wealth Management in White Rock.

The ABCs of investment accounts: Use your TFSA for long-term investments

TFSAs, RRSPs, RESPs, and more — White Rock Wealth Advisor explains the best use for each type

  • Jul 18, 2022
Scotia Wealth Management Senior Wealth Advisor, Dave Lee, offers Total Wealth Planning in White Rock. To book an appointment, call 604.535.4743 or email dave.lee@scotiawealth.com.
Dave Lee, Senior Wealth Advisor with Scotia Wealth Management in White Rock.
Scotia Wealth Management Senior Wealth Advisor, Dave Lee, offers Total Wealth Planning in White Rock. To book an appointment, call 604.535.4743 or email dave.lee@scotiawealth.com.

How secure are CPP and OAS? White Rock wealth advisor explains where the money comes from

Understanding the stability of government pensions can help you decide when to start collecting them

  • Jun 20, 2022
Scotia Wealth Management Senior Wealth Advisor, Dave Lee, offers Total Wealth Planning in White Rock. To book an appointment, call 604.535.4743 or email dave.lee@scotiawealth.com.
Scotia Wealth Management Senior Wealth Advisor, Dave Lee, offers Total Wealth Planning in White Rock. To book an appointment, call 604.535.4743 or email dave.lee@scotiawealth.com.

What’s the best time to take CPP and OAS?

The answer is different for everyone, and a Total Wealth Planner can help you decide

  • May 23, 2022
Scotia Wealth Management Senior Wealth Advisor, Dave Lee, offers Total Wealth Planning in White Rock. To book an appointment, call 604.535.4743 or email dave.lee@scotiawealth.com.
Scotia Wealth Management Senior Wealth Advisor, Dave Lee, offers Total Wealth Planning in White Rock. To book an appointment, call 604.535.4743 or email dave.lee@scotiawealth.com.

Understanding retirement savings: What pensions Canadians receive, and when

For most Canadians, their own retirement savings are important in ensuring a…

  • Apr 25, 2022
Scotia Wealth Management Senior Wealth Advisor, Dave Lee, offers Total Wealth Planning in White Rock. To book an appointment, call 604.535.4743 or email dave.lee@scotiawealth.com.
Scotia Wealth Management Senior Wealth Advisor, Dave Lee, offers Total Wealth Planning in White Rock. To book an appointment, call 604.535.4743 or email dave.lee@scotiawealth.com.

Everyone thinks about taxes in the spring. Savvy investors consider taxes year-round.

From RRSPs to TFSAs and corporate taxes, create a tax strategy for the Total Wealth picture

  • Mar 14, 2022
Scotia Wealth Management Senior Wealth Advisor, Dave Lee, offers Total Wealth Planning in White Rock. To book an appointment, call 604.535.4743 or email dave.lee@scotiawealth.com.
Scotia Wealth Management Senior Wealth Advisor, Dave Lee, offers Total Wealth Planning in White Rock. To book an appointment, call 604.535.4743 or email dave.lee@scotiawealth.com.
Dave Lee

Falling in love is the easy part — marrying assets takes expertise!

First comes love, then comes finances! Tips for blending assets, insurance and more

  • Feb 14, 2022
Scotia Wealth Management Senior Wealth Advisor, Dave Lee, offers Total Wealth Planning in White Rock. To book an appointment, call 604.535.4743 or email dave.lee@scotiawealth.com.
Dave Lee
White Rock’s 2022 draft financial plan proposes an overall tax hike of 4.9 per cent for an average single family home and 4.2 per cent for a strata home. (Contributed photo)

City of White Rock seeks public input on draft financial plan for 2022

Deadline for comments on city budget set for Feb. 16

White Rock’s 2022 draft financial plan proposes an overall tax hike of 4.9 per cent for an average single family home and 4.2 per cent for a strata home. (Contributed photo)
Fraser Valley community credit union G&F Financial Group donated a total of $200,000 to BC charitable organizations during the holiday season in gratitude for local community organizations.

G&F Financial Group donates $200,000 to community over holiday season

G&F Financial Group* a community credit union serving the Lower Mainland and…

  • Jan 24, 2022
Fraser Valley community credit union G&F Financial Group donated a total of $200,000 to BC charitable organizations during the holiday season in gratitude for local community organizations.
Scotia Wealth Management Senior Wealth Advisor, Dave Lee, offers Total Wealth Planning in White Rock. To book an appointment, call 604.535.4743 or email dave.lee@scotiawealth.com.

The best (and worst) ways to use a TFSA

White Rock Senior Wealth Advisor says maximizing your TFSA is part of a strong Total Wealth Plan

  • Jan 17, 2022
Scotia Wealth Management Senior Wealth Advisor, Dave Lee, offers Total Wealth Planning in White Rock. To book an appointment, call 604.535.4743 or email dave.lee@scotiawealth.com.
Senior Wealth Advisor, Scotia Wealth Management, Dave Lee has been working with the Peace Arch Hospital Foundation for more than a decade, both through his philanthropy and through the regular seminars he’s offered to help people navigate legacy giving.

With planning, legacy gifts can help you and your favourite charity

Coordinate with a Total Wealth Planner for easy, lasting, meaningful gifts

  • Dec 13, 2021
Senior Wealth Advisor, Scotia Wealth Management, Dave Lee has been working with the Peace Arch Hospital Foundation for more than a decade, both through his philanthropy and through the regular seminars he’s offered to help people navigate legacy giving.
Scotia Wealth Management Senior Wealth Advisor, Dave Lee, offers Total Wealth Planning to clients in White Rock.

Your Will is powerful, and can offer a meaningful gift

‘Tis the season for giving thanks, and lending a helping hand. While…

  • Nov 15, 2021
Scotia Wealth Management Senior Wealth Advisor, Dave Lee, offers Total Wealth Planning to clients in White Rock.
Scotia Wealth Management Senior Wealth Advisor, Dave Lee, offers Total Wealth Planning to clients in White Rock.

Risk Management vs. Wealth Management

Use insurance to manage risk, or to manage your tax burden

  • Oct 18, 2021
Scotia Wealth Management Senior Wealth Advisor, Dave Lee, offers Total Wealth Planning to clients in White Rock.
Scotia Wealth Management Senior Wealth Advisor, Dave Lee, says many of his clients took the opportunity to tackle their finances during this year’s downtime.

A good financial plan is about more than just numbers

Would you rather buy a boat or retire early? A Total Wealth Plan will help you understand options

  • Sep 13, 2021
Scotia Wealth Management Senior Wealth Advisor, Dave Lee, says many of his clients took the opportunity to tackle their finances during this year’s downtime.
Scotia Wealth Management Senior Wealth Advisor, Dave Lee, offers Total Wealth Planning to clients in White Rock.

Meet the architect, and the project manager, behind your Total Wealth Plan

Q. What’s the difference between a financial plan and a Total Wealth…

  • Aug 16, 2021
Scotia Wealth Management Senior Wealth Advisor, Dave Lee, offers Total Wealth Planning to clients in White Rock.
Financial wealth manager Dale Lamb. Photography by Lia Crowe

Financial planning pro Dale Lamb

A passion for education clients in wealth management

  • Jul 26, 2021
Financial wealth manager Dale Lamb. Photography by Lia Crowe
Scotia Wealth Management Senior Wealth Advisor, Dave Lee, offers Total Wealth Planning to clients in White Rock.

Even elite advisors need teammates!

Who’s on your advisor’s team? The comprehensive support behind a financial plan

  • Jul 19, 2021
Scotia Wealth Management Senior Wealth Advisor, Dave Lee, offers Total Wealth Planning to clients in White Rock.