Nicola Wealth is proud to announce that Chris Warner, Wealth Advisor | Client Relationship Manager, Pierson Chan, Wealth Advisor | Portfolio Manager, Tony Lee, Wealth Advisor | Client Relationship Manager, and Russell Feenstra, Wealth Advisor | Client Relationship Manager, have been named Wealth Professional Top 40 Under 40 Rising Stars. This award recognizes the most influential and innovative young professionals in the financial services industry who have demonstrated excellence in their field and made significant contributions to their communities.
About Chris Warner
As a financial planner, Chris focuses on helping clients achieve their financial goals by leveraging his passion for financial planning, extensive experience, and expertise to deliver exceptional results.
Before joining Nicola Wealth, Chris spent over seven years in senior advisory roles at a specialized wealth management firm that exclusively served Canadian physicians and their families. He worked closely with the firm’s highest-net-worth, incorporated clients to create sophisticated retirement and estate plans.
Throughout his career, Chris has gained a wide range of experience, working in investment and wealth management, mortgage lending, small business banking, and insurance. He began his financial advisory career in 2008, which he describes as a “trial by fire.” Chris holds several professional designations, including Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), and Personal Financial Planner (PFP®). He is also a Fellow of the Canadian Securities Institute (FCSI®).
About Pierson Chan
Pierson Chan serves as a Wealth Advisor | Portfolio Manager at Nicola Wealth - a firm specializing in comprehensive wealth planning for high-net-worth clients, including professionals, institutions, and affluent families. His role highlights his focus as a financial planner in guiding clients to achieve their financial goals. Pierson’s practice revolves around his clients’ needs, offering services such as financial and retirement planning, investment management, compensation planning, tax optimization strategies, income modelling, risk management and insurance, estate planning, and advising on charitable giving strategies.
Pierson is also an advocate for Nicola Wealth’s Women’s LEAD initiative, promoting diversity and inclusion within the firm and the financial industry. Additionally, he is committed to giving back to the community through his support of organizations like the St. Paul’s Foundation, VGH & UBC Hospital Foundation, and the Vancouver Chinatown Foundation.
Pierson is dedicated to continuous learning and professional growth, having earned his Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®), and Chartered Life Underwriter (CLU®) designations. He was recently honoured with the John A. Tory Award for the top mark in Canada on the CLU examination.
About Tony Lee
Tony Lee serves as a Wealth Advisor | Client Relationship Manager at Nicola Wealth – a firm specializing in comprehensive wealth planning for high-net-worth clients, including professionals, institutions, and affluent families. With a wide breadth of experience in the wealth management industry, Tony's previous experience includes working exclusively with Canadian physicians and holding both the Advisor and Associate Portfolio Manager positions.
Tony excels in building long-term, trusted relationships with clients, guiding them through comprehensive financial planning. His meticulous approach includes detailed financial analyses, custom investment strategies, and estate planning, ensuring clients’ financial goals are met with precision and care.
Tony is a graduate of both Queen’s University with a Master of Business Administration degree (Finance concentration) and the University of British Columbia with a Bachelor of Commerce degree (Finance major). He holds the Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA) and Chartered Life Underwriter (CLU®) designations.
About Russell Feenstra
Russell serves as a Wealth Advisor | Client Relationship Manager at Nicola Wealth – a firm specializing in comprehensive wealth planning for high-net-worth clients, including professionals, institutions, and affluent families. He excels in developing and implementing customized wealth accumulation and retirement income strategies tailored to each client’s unique circumstances. His expertise spans across various client profiles, including physicians, dentists, small business owners, and tech entrepreneurs. Russell’s holistic approach encompasses tax planning, business succession planning, estate planning, philanthropic goals, and diversified investment management.
Beyond his day-to-day responsibilities, Russell has made significant contributions to the professional community. He has authored and contributed to numerous financial planning articles published in major publications such as the Financial Post, Globe and Mail, and Vancouver Sun.
Russell is also a passionate supporter of several charitable organizations, including Canuck Place, Arts Umbrella, BC Children’s Hospital, and the Movember Foundation. Russell holds the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations, is licensed with the BC Insurance Council, and is a member in good standing of the Financial Planning Standards Council (FPSC).
Methodology
To uncover the most promising young professionals in the Canadian wealth management industry, Wealth Professional undertook a rigorous marketing and survey process, leveraging its connections to thousands of advisors across the country. Starting in June, companies were given the opportunity to nominate professionals for consideration based on their performance and achievements over the past 12 months.
To be eligible, nominees had to be age 40 or younger (as of October 31, 2024) and working in a role that relates to, interacts with, or impacts the wealth management industry. When reviewing the nominations, WP concentrated on those who have committed to a career in the industry and clearly hold a passion for wealth management.
Access the full list here: The Best Financial Advisors and Professionals
Under 40 in Canada | Rising Stars
