David Kozier, B.Sc., CIM, FCSI

Senior Portfolio Manager & Senior Wealth Advisor

Advising clients since 1991, David is a Wealth Advisor and Portfolio Manager providing discretionary portfolio management solutions. David is also a Chartered Investment Manager and Fellow of The Canadian Securities Institute.

Jordan Lee, CFA, BA

Investment Associate

Jordan is a graduate of the Vancouver School of Economics, University of British Columbia.  In university, Jordan focused his studies on the intersection of economics, finance, mathematics, and statistics.  Prior to joining Nesbitt Burns, Jordan worked in pension consulting as an actuarial analyst at a leading global advisory company.  Jordan has completed all 3 levels of CFA.

Michelle Hou, B.Comm.

Senior Associate

Michelle is a graduate of the Sauder School of Business, University of British Columbia.  With more than 15 years of experience in the financial industry, Michelle provides exceptional service to each of our clients.

Our Partners

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Bill Chatson

Mortgage Specialist, BMO Bank of Montreal

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Jamie Wilson

Estate and Insurance Advisor, BMO Estate Insurance Advisory Services

Jamie's objective is to review, analyze and provide insurance-based tax and estate planning strategies. Using a disciplined and professional approach, Jamie implements complementary concepts to a traditional investment portfolio. Specializing in providing solutions tailored for affluent investors, he offers customized strategies for individuals, as well as privately owned Canadian corporations and shareholders.