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.

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

 

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

 

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.

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

Successful small businesses seek help from the pros

A Total Wealth Plan prepares you for the future.

  • Jun 21, 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.

An inside look at the collaborative process supporting Total Wealth Planning

Team of specialists analyzes your Total Wealth Plan from every angle, and refines it as you grow

  • May 24, 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.

Life… and after life: A Total Wealth Plan includes both

Work with a specialist to incorporate an estate plan into your wealth strategy

  • Apr 19, 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.

How INSURANCE fits in a Total Wealth strategy

For most people, Total Wealth Planning means investing. For Dave Lee, that’s just the beginning

  • Mar 8, 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.

Where does family fit in your financial plan?

More than fancy math, a great plan centres on you and those you love

  • Feb 22, 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.

When working with a financial advisor ‘pays dividends’

For many British Columbians, now’s the time to tackle neglected tasks — including their investments

  • Jan 18, 2021
Scotia Wealth Management Senior Wealth Advisor, Dave Lee, offers Total Wealth Planning to clients in White Rock.
Tanya Wilson, a Surrey-based financial advisor with Raymond James Ltd., says clients are less likely to make emotional mistakes when they can see the long-term plan, and know they’ve planned for all contingencies.

When planning for your future, DIY isn’t always the best idea

What’s the value of good advice? When it comes to your investments,…

  • Jul 13, 2020
Tanya Wilson, a Surrey-based financial advisor with Raymond James Ltd., says clients are less likely to make emotional mistakes when they can see the long-term plan, and know they’ve planned for all contingencies.
Complacency can lead to emotional decision-making when volatility does happen, and that’s when investors make the biggest mistakes, says Surrey-based financial advisor Tanya Wilson, right, with client service specialist Mallory Pearson.

Why emotions and investing don’t mix

Surrey advisor shares why understanding your investment risk tolerance is vital

  • Jun 15, 2020
Complacency can lead to emotional decision-making when volatility does happen, and that’s when investors make the biggest mistakes, says Surrey-based financial advisor Tanya Wilson, right, with client service specialist Mallory Pearson.
Tanya Wilson, a Surrey-based financial advisor with Raymond James Ltd., says a comprehensive financial plan is vital, especially during times of market volatility.

Why a comprehensive financial plan is vital in volatile times

When life throws us curve balls, whether it’s an unexpected career change…

  • May 25, 2020
Tanya Wilson, a Surrey-based financial advisor with Raymond James Ltd., says a comprehensive financial plan is vital, especially during times of market volatility.