We provide individual investors with a robust institutional investment platform, rich in choice and flexibility, and grounded in rigorous risk management. Your first point of contact is Dave Lee CIM, CFP, FCSI, a Senior Wealth Advisor in the White Rock office of Scotia Wealth Management. Dave takes the time to consider all the factors that make your financial situation unique, including your investment portfolio, insurance policies, tax strategy, retirement plan and estate plan. Dave will recommend a plan of action for achieving your financial goals. Call or email to let us know how we can help! more... See more text