David Lee

Wealth Advisor,
Advising Representative
Edmonton, Alberta

368-882-1740
davidlee@cclgroup.com

David Lee works closely with incorporated physicians and their families, as well as business owners and senior executives. He takes a comprehensive approach to wealth management, helping clients navigate complex financial decisions and develop tailored investment strategies that reflect their individual circumstances, financial objectives and long-term priorities.

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.

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