Category: | Insurance agency, |
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Address: | 1676 Martin Dr #100, White Rock, BC V4A 6E7, Canada |
Postal code: | V4A 6E7 |
Phone: | (604) 531-3500 |
Website: | http://www.scotiawealthmanagement.com/ |
Monday: | 8:30 AM – 4:00 PM |
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Tuesday: | 8:30 AM – 4:00 PM |
Wednesday: | 8:30 AM – 4:00 PM |
Thursday: | 8:30 AM – 4:00 PM |
Friday: | 8:30 AM – 4:00 PM |
Saturday: | Closed |
Sunday: | Closed |
I have been so fortunate to work with Dave Lee for the last 3 years, as power of attorney for my aging parents now living in long term care. Dave has been kind, patient, professional and attentive in helping me with all aspects of my folks' investments. He has advised me in planning for their current and future needs, gifting, strategies for tax savings and flagging any potential legal matters for attention. He is a super nice guy, responds quickly to every issue and question. I have my own accounts with him now as well, so he's looking out for all of us. And we feel quite blessed!
Dave Lee is very knowledgeable and convincingly answered all my questions while providing extremely helpful perspectives. I highly recommend his services for anyone interested in wealth management!
Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life - your family, your business, your future - one facet at a time. Together with your relationship manager, our Scotia Wealth Management specialists bring their skills and expertise to the consideration of what you've ...
Scotia Wealth Management. For individuals and families with complex wealth management needs who prefer to work with a collaborative team of professionals who can deliver a comprehensive solution. Learn more about Scotia Wealth Management.
Scotia Wealth Management is authorised and regulated by the Financial Conduct Authority No 606279. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.
You have a vision for your future. Enriched Thinking® helps make that a reality. When you work with a Scotia Wealth Management relationship manager, you're collaborating with a team of wealth specialists with deep knowledge and expertise across a range of financial disciplines. Together with you, we can help develop a meaningful action plan to help make your vision a reality.
You have a vision for your future. Enriched Thinking® helps make that a reality. When you work with a Scotia Wealth Management relationship manager, you're collaborating with a team of wealth specialists with deep knowledge and expertise across a range of financial disciplines. Together with you, we can help develop a meaningful action plan to help make your vision a reality. OFFICE HOURS ...
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Phone: 416.479.2124 Email: rodrigo.domingues@scotiawealth.com Rodrigo Domingues joined Scotia Wealth Management in 2015 as a Senior Wealth Advisor for ultra-high-net-worth clients. Rodrigo started his career in the financial industry in 2002 at another leading financial institution where he spent 13 years providing financial advice to a select group of families.
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Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life - your family, your business, your future - one facet at a time. The specialists at Scotia Wealth Management bring their skills and expertise to the consideration of what you've accumulated - and how best to administer it through life's changes.
The value of insurance when it comes to your health. You've worked hard to create a successful career and build a strong financial future for yourself and your family. If you couldn't work due to an illness or accident, how would you be able to manage your day-to-day expenses? Read more.