Nicola Wealth
Charles Li, CFP® CIM® is a seasoned wealth advisor and client relationship manager with extensive experience in financial planning. Currently at Nicola Wealth since March 2018, Charles has progressed through various roles, starting as a Financial Planning Associate and advancing to Senior Wealth Planning Associate and Wealth Advisor. Prior experience includes working as an Associate Consultant and Financial Planning Assistant at Investors Group Financial Services Inc. from May 2014 to March 2018. Charles holds a Bachelor of Business Administration (B.B.A.) degree in Financial Management from the British Columbia Institute of Technology, earned between 2012 and 2015.
This person is not in the org chart
This person is not in any teams
Nicola Wealth
Nicola Wealth is a full-service Wealth Management firm with offices across Canada. More than a financial planning firm, we offer sophisticated financial advice and investment management to affluent families, foundations and institutions across North America.