OUR DNA

Our Culture of Dedication, Passion and Competence
Produces an Exceptional Client Experience

EXECUTIVE FINANCIAL CONSULTANT

David's experience spans over a decade in the financial services industry. Spending almost half a decade in the bank in the early 2010s before his stint as an advisor has helped him develop a broader and deeper perspective when it comes to  managing client's portfolio. Aside from the referrals by word of mouth from his clients stemming from the trust built over the years, David still looks forward to and enjoys meeting and working with people from all walks of life.

In his free time, David likes to play video games with his 2 kids, exercise and travelling with his family

DAVID LEE