David Lee

As a Personal CFO with over 25 years of experience, I provide the independent, holistic strategy that professionals, families, and real estate investors need to thrive. My mission is simple: to help you make sound financial decisions that align your wealth, mortgages, insurance, and estate planning into one cohesive roadmap.

My Approach I don’t believe in "one-size-fits-all." By integrating investment management (CFP®, CIM®, FMA) with specialized lending, I ensure your debt, tax, and growth strategies work in concert. As the founder of Uplift Financial Advisory and Director of Specialized Lending at Bayfield Gibbard Group, I bridge the gap between financing and wealth management, acting as your dedicated co-pilot for long-term success.

Professional Commitment I am an active member of the Vancouver Estate Planning Council and a firm believer in a collaborative "pit crew" approach—working alongside your accountants and lawyers to ensure every detail is covered. My foundation is built on integrity and a 25-year history of helping clients navigate life’s transitions with confidence.

Beyond the numbers, I am a passionate educator, regularly speaking on real estate, retirement, and succession planning. Whether you are optimizing a practice, managing a property portfolio, or planning your retirement, I am here to ensure your financial life is not just managed, but uplifted.