David Kozier, B.Sc., CIM, FCSI
Portfolio Manager, Wealth Advisor
Advising clients since 1991, David is a Wealth Advisor and Portfolio Manager providing discretionary portfolio management solutions. David is also a Chartered Invesment Manager and Fellow of The Canadian Securities Institute.
Jordan Lee, BA
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.