Jonathan Lee

Jonathan Lee is a highly experienced compliance professional with a background in accounting and finance. Jonathan has held various roles throughout their career, including Senior Director of Compliance and Director of Compliance at CMLS Financial, where they were responsible for ensuring regulatory compliance within the organization. Prior to that, they served as the Chief Compliance Officer and Portfolio Manager at CMLS Asset Management. Jonathan also has experience working at the British Columbia Securities Commission as a Senior Compliance Analyst, where they oversaw and reviewed financial reporting for investment funds and asset managers. Jonathan started their career at KPMG LLP as an Accountant/Analyst. Throughout their career, Jonathan has demonstrated a strong understanding of financial regulations and a commitment to ensuring compliance within the organizations they have worked for.

Jonathan Lee has a Bachelor of Business Administration (BBA) degree in Accounting and Finance from Capilano University. Jonathan also holds the Chartered Accountant (CA) designation from the Canadian Institute of Chartered Accountants, obtained through the CA School of Business. Jonathan is a Chartered Financial Analyst (CFA) Charterholder certified by the CFA Institute. Jonathan has additional certifications as a Chartered Accountant from the Institute of Chartered Accountant of BC.