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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Pierson Chan

CFA, CFP


Position

Wealth Advisor

Client Relationship Manager


Pierson Chan

CFA, CFP

Pierson is a Wealth Advisor | Client Relationship Manager at Nicola Wealth’s Vancouver office. He is known for having deep relationships with his clients rooted in a strong foundation of trust, diligence, and expertise.

As a holistic professional, Pierson works to understand his clients beyond just their finances. He sees himself as a stakeholder in their lives and the lives of their families, taking ownership in helping them to navigate the complexities of life’s financial situations.

Prior to joining the Nicola Wealth team, Pierson worked for ten years at a specialty wealth management firm dedicated exclusively to planning for Canadian Physicians and their families. Pierson progressed from an Assistant to a Portfolio Manager and Investment Counsellor through his dedication to financial planning, collaborative approach, and client-first mentality.

A graduate of the University of Waterloo, Pierson received his molecular biology degree before trading in his lab coat for a suit and pursuing an education in finance. He holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations and is currently pursuing his Chartered Life Underwriter (CLU) accreditation.

Born and raised in Vancouver, you might bump into Pierson while he’s looking for his next favourite restaurant or at a park walking his dog. Whenever possible, Pierson is an avid traveller, enjoyer of food, concert attendee, and ever-learning pupil of golf.


Question & Answers

  • Retirement Dreams?

    Retire in Portugal and then travel throughout Europe and Asia with impunity.

  • Favourite Canadian City other than Vancouver?

    Montreal. Amazing culture, food, architecture, and there's always something to do!

  • Favourite Ice Cream Flavour?

    Malted Chocolate Honeycomb from Rain or Shine

  • If you could play any sport professionally what would it be?

    Formula 1 driver.

  • Favourite restaurant in Vancouver

    Lupo. Simple, elegant, and intimate. Have the Taglierini!