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Hung kwan tony Lee

Nicola Wealth Management Ltd.

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About Hung kwan tony Lee

Hung kwan tony Lee is an investment advisor representative at Nicola Wealth Management Ltd. in VANCOUVER. Hung kwan tony has been in the industry since February 2015. Hung kwan tony specializes in providing financial planning, portfolio management for individuals and pooled investment vehicles, and other services. Hung kwan tony Lee holds the Chartered Financial Analyst designation.

Firm Information

Hung kwan tony Lee is currently registered with Nicola Wealth Management Ltd.. Nicola Wealth Management Ltd. is an investment advisor headquartered in Vancouver, Canada. They provide a range of financial services, including portfolio management for individuals and pooled investment vehicles, as well as financial planning. The firm has a significant client base, including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth. They manage over $9.5 billion in regulatory assets under management.
Nicola Wealth Management Ltd.

1508 WEST BROADWAY

VANCOUVER, V6J1W8

$9.59B

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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economic, market and asset class performance updates to clients and the public, via in person presentations and podcasts

Economic, market and asset class performance updates to clients and the public, via in person presentations and podcasts

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Hung kwan tony Lee’s Registration & Firm History

NA

09/28/2020 - Present

Nicola Wealth Management Ltd. (VANCOUVER )

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Hung kwan tony Lee.
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