368-882-1740
davidlee@cclgroup.com
David has more than twelve years of industry experience helping clients navigate complex financial decisions and develop tailored investment strategies aligned with their circumstances and priorities. Prior to joining CC&L Private Capital, he spent almost nine years with MD Private Investment Counsel, working closely with incorporated physicians and their families, as well as business owners and senior executives.
David attended the University of British Columbia and holds the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations. He is also actively involved in his community, supporting organizations including the University Hospital Foundation and the Mental Health Foundation.
Outside the office, David enjoys exploring new cafés with his wife, long-distance running and continually working to improve his golf game.