Performance figures for each account are calculated using time weighted rate of returns on a daily basis. The Composite returns are calculated based on the asset-weighted monthly composite constituents based on beginning of month asset mix and include the reinvestment of all earnings as of the payment date. Composite returns are as follows:

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Christopher Yee


Position

Wealth Planning Associate


Christopher Yee

Chris brings his experience in private wealth management and insurance to his role as a Wealth Planning Associate at Nicola Wealth.

Chris graduated with a Bachelor of Business Administration, Finance and Economics Joint Major from Simon Fraser University and has passed all three levels of the Chartered Financial Analyst program.

Chris’ personal philosophy towards his role in the firm is to exceed expectations while expanding his skill set and knowledge of the financial services industry.

Outside the office, you can find Chris in the weight room or lost in a philosophy book with an iced coffee in the other hand.

Why Nicola Wealth?

“I am proud to work at Nicola Wealth. The company has given me the opportunity to build my strengths and improve on my weaknesses.”


Question & Answers

  • Favourite music genre?

    Trance

  • Favourite car?

    Datsun 240z

  • If you could travel anywhere in the world, where would it be?

    Hong Kong

  • Were you named after anyone?

    My Grandfather