Toby Lee

Toby Lee, CPA, has extensive experience in fund accounting, currently serving as a Senior Manager at Nicola Wealth since December 2017, where responsibilities include reviewing NAVs and financial statements, preparing tax slips for numerous investors, and enhancing operational efficiencies. Previously, Toby held roles at Pinnacle Fund Services as a Fund Accountant, where strong financial reporting skills were developed, and at Radiant Communications as a Junior Accountant, focusing on accounts receivable and cost audits. Earlier career experiences include positions at HSBC in retail banking and wealth management, leading to a role as an ERP System Coordinator at Unique Furniture Ltd. Toby holds a Bachelor of Business Administration with honours in Accounting and Finance from Simon Fraser University, alongside a Professional Designation in Accounting from the CPA Professional Education Program and a CFA from the CFA Institute.