Nick Lee is an experienced investment advisor and senior portfolio manager at RBC Dominions Securities. Before joining RBC in 2005, he was a Fund Manager performing investment research and portfolio management at one of Asia’s largest securities firms for more than 10 years in Taiwan. Nick has achieved Canadian Investment Management (CIM) designation, which enables him to advise clients on tax-deferral, asset management, trust, and complex estate-planning strategies.
With over 30 years of fund management experience, Nick is dedicated to delivering expert wealth management advice and comprehensive financial solutions to his clients. He is particularly experienced in working with affluent individuals and families, and has helped many new immigrant families design wealth planning strategies and achieve financial success. By meeting the industry’s highest standards, Nick is privileged to offer discretionary investment management services through RBC’s Private Investment Management program.
Moved to Vancouver around 2004, Nick is trilingual with proficient language skills in English, Mandarin, and Taiwanese. With his breadth of life experience, Nick offers global knowledge combined with valuable local expertise that spans borders, currencies and cultures.
Nick is married with two daughters. For leisure time, he enjoys reading, studying, and partaking in a variety of sports including golfing, basketball, badminton and traveling.
