David Lee, CFP, FMA, EPC
Mutual Funds Investment Specialist, Credential Asset Management Inc.
Lonsdale Branch, North Vancouver
"I ran a family business at one time, so it is heart-warming and gratifying when clients treat you like one of their family and place confidence in you to relieve their financial worries and let them enjoy life to the fullest."
David believes being a good advisor involves more than simply offering sound investment advice. It takes patience and a commitment to listen and learn about what clients want. "Our financial planning process is ongoing and designed to help guide clients through each stage of their life. Ensuring that you and your family feel comfortable knowing that your financial needs are taken care of is my top priority.”
Along with over 15 years experience in the financial services sector, David has the skills and education to understand the most complex financial questions. A Certified Financial Planner (CFP), David is also a recognized Financial Management Advisor (FMA) and holds the Elder Planning Counselor (EPC) designation.
David will work with you to develop your comprehensive lifespring® financial plan, a blueprint for building and maintaining a strong financial foundation. The plan will integrate all aspects of your financial picture: investments and estate planning as well as your business banking (if applicable).
Learn more about the value of working with a financial advisor.