Client reviews

Client reviews

When we approached Dave about our investments were impressed with his commitment to our education as well as his warm and personable service.

Dave is thoroughly professional and knowledgeable and it was not difficult to choose Dave and ScotiaMcLeod. Since then he has led us through a number of sessions to the point where we feel confident that our financial matters are in order. This involved not only re-aligning our investments but also estate planning.

Throughout the process, we have found that Dave is willing to go the extra mile – to do that little extra that gives us confidence as investors.

L.M., Lecturer & K.M., Assistant Professor

After meeting with several prospective financial advisors I found Dave’s approach to be the most knowledgeable and practical. He took the time to answer all of my questions and provided me with all of the information I requested.

He has consistently been just a phone call away with an excellent response time. I have been especially pleased with the return on my investment since becoming a client of Dave’s and look forward to a long and profitable alliance.

I’m thankful to Dave for taking the “worry” out of the portfolio.


Dave is the quarterback that our family needed to advise us on our estate planning options.

We had been overwhelmed by the process before we met with him, but Dave took the time to answer our questions and he gave us the insight and confidence we needed to make the right choices.

We are thankful to have found such a true professional.

M.I., Realtor

I am writing to you to let you know how pleased I am with the service that has been provided by Dave Lee. Dave has been the financial advisor for my parents for many years. Dave was very professional and sincerely empathetic to both my mother’s and my state of mind at the time of my father’s passing, and gave us the advice and assistance that we required.

As well, when my mother was recently diagnosed with terminal cancer, Dave was again very helpful, and offered advice and resources which we found to be very beneficial. I know that my parents were always happy with Dave’s performance, and how especially fond my mother is of him.

I am very grateful for Dave’s help with some of the estate planning questions that I have had, and for the fact that he is so easy to talk to and quick to respond to my queries. I wouldn’t hesitate to recommend Dave to any of my friends or family, should they be seeking a financial advisor.

D.A., Accountant

I just wanted to send you a quick note to thank you for the outstanding service you provide to me and my family. I have dealt with other financial advisors in the past and to be quite honest, it appeared to me that the financial advice that they provided was based on their own best interests, as opposed to ours.

I have found you to be quite different from my past experiences and feel you truly give us honest advice based on what’s best for us, within the risk tolerances we have discussed. You have gone above and beyond what I would expect and I also appreciate that you always get back to me in a timely manner. I can’t tell you how important that is to me given my busy schedule.

I have enjoyed and continue to enjoy working with you, and would recommend you as an honest person and advisor. Keep up the good work!

R.S., Account Executive

I have recently retired, so my wife and I wanted to make fairly conservative investments. Dave worked with us to put together a portfolio which has weathered the recent financial downturn.

We are happy with the personal service that Dave provides and appreciate his regular contact with us.

Our portfolio has increased in value and we feel that this is due to the advice that David has given us during the last several years.

M.G., Retired

My husband and I were in need of life insurance and were having a difficult time figuring out where to go.

We were referred to Dave by a friend and were impressed with his patience, and his ability to understand our needs.

We feel that Dave went above and beyond the call of duty in making sure that our family’s needs were cared for, even in our unusual circumstances.

L.S., Medical Professional

You make me very comfortable with the way you manage my money and I sleep well at night. Thank you.

L.B., Retired

My first meeting lasted over 1 ½ hours with Dave doing most of the listening and then recommending his plan to manage both our registered retirement savings plans.

Dave has a huge amount of intellect that he freely shares with his clients and he is also an incredibly kind and humble person – he meets you at your level and, I believe, he is the most helpful investment advisor I have known in the past 25 years.

The year 2007 has turned out to be the most trying year of our financial lives. In February my 62 year old husband was the victim of a high speed head-on collision as he was driving to work very early in the morning.

Following my husband’s accident I met with Dave to talk about the changes to our financial picture. Dave again was incredibly helpful and went above and beyond expectations.

Over the years I have struggled to find a financial advisor that I could trust, and have moved our plans a number of times due to disappointment with a number of financial institutions that have not delivered service as expected. Dave Lee has proven that he is much more than a financial advisor. I would not hesitate to recommend him to anyone who seeks a trustworthy person to look after their financial situation, as he will take a personal interest in your concerns.

K.B., Executive Assistant