Performance figures for each account are calculated using time weighted rate of returns on a daily basis. The Composite returns are calculated based on the asset-weighted monthly composite constituents based on beginning of month asset mix and include the reinvestment of all earnings as of the payment date. Composite returns are as follows:

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Charles Li

CFP, CIM


Position

Senior Wealth Planning Associate

Client Relationship Manager


Charles Li

CFP, CIM

Charles brings over six years of experience in financial services to his role as Senior Wealth 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