CIM, CFP, Portfolio Manager, MD Private Investment Counsel
David Lee
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David Lee joined MD in 2018. Prior to joining MD, he worked as an associate wealth advisor building financial plans and modelling portfolios at a major Canadian bank-owned brokerage firm. David holds the Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®) designations and earned a Bachelor of Arts in political science from the University of British Columbia. Outside work, David enjoys hiking and golfing in the summer months and snowboarding in the winter months.