Tony Lee is a Financial Advisor in the firm’s Vancouver office. With a wide breadth of experience in the wealth management industry, Tony has spent the past five years working exclusively with Canadian physicians and has held both the Advisor and Associate Portfolio Manager positions.
Tony’s approach to wealth management involves going above and beyond, advising every client as if he/she 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’s advisory experience includes:
A graduate of both Queen’s University with an MBA degree (Finance concentration) and the University of British Columbia’s BComm degree (Finance major), Tony holds the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) and the Chartered Life Underwriter (CLU) designations. When not in the office looking after clients’ needs, Tony enjoys staying active and appreciates a good game of basketball, tennis or golf.
Retirement Dreams?
Travel around the world to seek out authentic local cuisine
Favourite Car?
Porsche 911 Turbo S
Favourite foods?
Taiwanese beef noodle soup, Cantonese baked pork chop on rice with tomato sauce, Vietnamese lemon grass chicken on rice
Favourite sport to play?
Basketball (been playing since elementary school and still do 3x a week)
Drink of choice?
Gin and Tonic (with Monkey 46 dry gin)
Best place to get a burger?
My backyard (nothing beats home-made)
What languages do you speak?
English and Mandarin
