Dave Lee - ScotiaMcLeod White Rock - Outstanding Client Service

By: Dave Lee  09-12-2011

We are dedicated to making your experience with us as rewarding as it can be. 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 take care of your financial well being, we will:

  •  Learn what your current needs and goals are
  •  Help you understand your existing situation and holdings
  •  Analyze your circumstances and compare them to your goals
  •  Understand your comfort level around risk
  •  Make recommendations based on your needs and goals
  •  Prepare your personalized financial strategy
  •  Monitor your plan regularly to ensure it stays on strategy

To keep you well informed, we will:

  •  Be available to answer your questions
  •  Set up a contact schedule that works for you
  •  Send you account statements and trading confirmations
  •  Provide year end tax reporting
  •  Complete regular reviews of your needs and goals
  •  Provide you with online access to your accounts

What we expect from you:

  •  To keep us up to date with significant changes in your life, ie. marriage, business, property, retirements, etc.
  •  To let us know if we can improve our service
  •  To recommend our services to friends and family when we have achieved or exceeded your expectations


Other products and services from Dave Lee

09-12-2011

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.


09-12-2011

Dave Lee - ScotiaMcLeod White Rock - Disciplined Investment Philosophy

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. 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.


09-12-2011

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.