At UpLift Financial Advisory, we offer our clients independent, tailored advice free from conflict and solutions that serve the client's best interest.
We provide clarity for the journey ahead. A personalized approach to get to know you, your goals and your needs. Our financial strategies are tailored to your unique needs. Whether you are seeking a holistic financial planning service, a wealth management plan, or mortgage financing.
It's more than growing and protecting your wealth. We want to inspire confidence so you can live the life you want now and in the future. We strive on building trust and creating a long-lasting relationship.
UpLift your Financial Journey
David Lee , CFP CIM FMA EPC
David is a Certified Financial Planner (CFP), Chartered Investment Manager (CIM), Financial Management Advisor (FMA) and holds the Elder Planning Counselor (EPC) designation. He is also registered as a licensed mortgage broker in BC. As a member of the Estate Planning Council in Vancouver, he is current with complex estate planning strategies.
Prior to creating UpLift Financial Advisory, David was a senior financial planner with a boutique firm that provided comprehensive advisory services for affluent clients. He put his career on "pause" to spend time with his young family and capture memorable moments. During this time away, he missed his personal connections and was inspired to start his own independent advisory firm to provide advice that is client focused.
He loves connecting with people and building long-lasting relationships. He will collaborate with you to create a comprehensive and personalized financial plan to help you achieve your short- and long-term objectives.
He is active with a young family and enjoys spending time with his wife and twin boys.