Tony Lee

Tony is a Wealth Advisor in the firm’s Vancouver office. 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’s approach to wealth management involves going above and beyond, advising every client as if they were a family member. Looking to work with clients to solve their unique financial puzzle, Tony employs a mindset of “constant learning,” proactively expanding knowledge through working closely with peers, partnering with other professionals, and pursuing industry-recognized credentials/designations.

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®) and Chartered Financial Analyst (CFA) and the Chartered Life Underwriter (CLU®) designations.