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Charles Li

CFP, CIM

Position

Senior Wealth Planning Associate

Client Relationship Manager

Contact

Charles Li

CFP, CIM

Overview
Questions & Answers

Charles brings over six years of experience in financial services to his role as Senior Financial Planning Associate at Nicola Wealth.

Charles graduated with his Bachelor of Business Administration from the British Columbia Institute of Technology. He holds his Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations.

Outside the office, Charles enjoys spending time with his family and exploring new places with his dog, Rudy.

Why Nicola Wealth?

“I enjoy the work culture, the people I work with and career development prospects. My philosophy here has always been that the path to success is very clear and illuminated. We just need to take the steps, do the work, and prosper.”

Question & Answers

Retirement Dreams?

To travel a few months every year visiting friends and family across the globe.
I can’t live without my…

Dog
Favourite foods?

Chinese/Mexican
Favourite sport to play?

Basketball