Dave will build your investment portfolio based on a total wealth strategy that considers your family situation, income level, tax position, life stage, real estate, business, insurance and pensions.
Dave tailors investment portfolios to meet the unique needs of each client, while holding firm to his disciplined investment philosophy that favours diversification, quality, tax efficiency and low costs.
Dave’s Disciplined Investment Process
- Develop an investment plan that best suits your risk profile
- Match investments to your long-term objectives
- Review your holdings and investment goals regularly
- Monitor your plan throughout the full market cycle, fine-tuning your portfolio as needed
- Utilize registered, tax-free and corporate accounts to optimize tax benefits
- Coordinate your investments with your overall financial plan
- Offer transparent fees that are competitive and in many cases tax-deductible
Do Your Investments Measure Up?
If you are wondering if there are better alternatives for your portfolio, let Dave review your investment holdings. We’ll take the time to explain how your portfolio compares when it comes to things like performance and fees.
For a complimentary and confidential portfolio analysis,* please send recent statements to email@example.com, fax them to Dave Lee at 604.531.0227 or drop them off at our office between 8:30 AM and 4 PM. We will then arrange a meeting to share the results of our analysis.
*For Lower Mainland and Fraser Valley residents, including those in White Rock, Surrey, Langley, Abbotsford, New Westminster, Richmond, Burnaby, Coquitlam, Port Moody, Vancouver, Pitt Meadows, Maple Ridge and Mission.