Contact us

Contact us

Get professional and timely service by calling us between 7:30 AM and 4:00 PM on weekdays or by emailing any time. Let us know how we can help.

Contact Dave to discuss your investments and life insurance, and for advice on retirement planning, estate planning, generating income and reducing taxes.

Contact Miriam at 604.535.4714 for account queries, to book a meeting, and for administrative matters such as setting up new accounts, updating personal information and making changes to monthly payments.

Please note that in person meetings require an appointment.

Our address

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1676 Martin Drive, Suite 100
White Rock, British Columbia
V4A 6E7, Canada

+1 800.663.4278

Dave LeeSenior Wealth Advisor604.535.4743
Miriam PastorSenior Associate604.535.4714