Dave Lee - ScotiaMcLeod White Rock - Disciplined Investment Philosophy

By: Dave Lee  09-12-2011
Keywords: Insurance, financial plan

Dave and his team capitalize on the power of a total financial solution, maximizing opportunities while managing potential challenges. We deliver a strategy capable of closing the gap between where you are today and where you want to be. This means we are dedicated to help you reach your financial goals, always acting with integrity and putting your needs first.


A disciplined investment philosophy is a fundamental component of our commitment to you. We take a long term approach to investing that focuses on generating cash flow, reducing taxes and managing risk. Our portfolio approach is focused on establishing the optimal asset allocation, investment selection and diversification to provide the best return possible for your appropriate level of risk. We provide an investment strategy that is based on a thorough assessment of your individual needs.

Building a Financial Plan

Developing a financial plan is the first key step in organizing your finances and making sure you are on the right track to meeting your investment and lifestyle objectives. Dave works closely with you to develop a financial plan to help guide your priorities and investments. Once this is developed, you will have a better understanding of your investment, estate planning and insurance needs.

Estate and Trust Services

Our estate and trust professionals have 125 years of experience in planning and administering estates and trusts. They have the expertise to develop an estate plan that meets your needs and protects your family's wealth. For clients who are committed to creating a meaningful philanthropic legacy, we have the means and knowledge to guide you in making a lasting contribution. We are the largest provider of expert philanthropic services to private foundations with endowments exceeding $1 billion and more than 400 foundations.

Insurance Planning

Our insurance team compliments the wealth management process by delivering valuable, innovative, insurance-based solutions that are integral to helping you build and preserve your investment income, managing risk, or creating a legacy.

Private Banking

You can reduce the time you spend managing your finances with the help of a dedicated Private Banker who will provide comprehensive, preferential banking services on a highly individualized basis. You and your family can have a dedicated Private Banker who will manage all your banking needs proactively, discreetly and accurately.

The information in this article was current at 06 Dec 2011

Keywords: financial plan, Insurance

Other products and services from Dave Lee


Dave Lee - ScotiaMcLeod White Rock - Outstanding Client Service

We have learned that clients both want and need to know what that experience is all about - so here is an outline of the services you can expect from us. To keep us up to date with significant changes in your life, ie. marriage, business, property, retirements, etc. To recommend our services to friends and family when we have achieved or exceeded your expectations. We are dedicated to making your experience with us as rewarding as it can be.


Dave Lee - ScotiaMcLeod White Rock - Core Values

We use our insight and high level of knowledge to pro-actively respond to our clients with the appropriate solutions. When we do not embody them, it is nearly impossible to forge a strong working relationship together. History has taught that individuals in any organization must believe in their values. We exhibit integrity by always interacting with others ethically and honourably.


Dave Lee - ScotiaMcLeod White Rock - Proven Advisory Process

Our advisory process is at the centre of how we deliver on our commitment to you and we involve you every step of the way.