Hung Kwan Tony Lee

Employer firm

Nicola Wealth Management Ltd. CRD 173201

$11.0B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• ECONOMIC, MARKET AND ASSET CLASS PERFORMANCE UPDATES TO CLIENTS AND THE PUBLIC, VIA IN PERSON PRESENTATIONS AND PODCASTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2020 → Present
  Nicola Wealth Management, Ltd
  Vancouver
• 02/2015 → 02/2020
  Md Financial Management Inc
  Vancouver

Designations

• Chartered Financial Analyst