Toby Lee Email & Phone Number
Director, Fund Accounting @ Nicola Wealth
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Toby Lee Location
- Richmond, BC, CA
Toby Lee Work
- 2025 - now Director, Fund Accounting @
- 2023 - 2025 Senior Manager, Fund Accounting @
- 2020 - 2023 Manager, Fund Accounting @
- 2017 - 2020 Senior Fund Accountant @
- 2016 - 2017 Fund Accountant @
- 2014 - 2016 Junior Accountant @
- 2014 - 2014 Premium Banker | Mutual Fund Advisor @
- 2013 - 2014 Personal Banker @
- 2012 - 2013 ERP System Coordinator @
- 2012 - 2012 CRA Community Volunteer Income Tax Program (CVITP) @
- 2006 - 2012 Supervisor @ Perfit Furniture Ltd.
Toby Lee Education
- CFA Institute 2017 - 2020
- CPA Professional Education Program
Professional Designation (Accounting)
2014 - 2017 - Simon Fraser University
Bachelor of Business Administration (BBA) (Accounting Honours and Finance)
2008 - 2013
Toby Lee Summary
- Toby Lee, based in Richmond, BC, CA, is currently a Director, Fund Accounting at Nicola Wealth. Toby Lee brings experience from previous roles at Nicola Wealth and Pinnacle Fund Services. Toby Lee holds a 2017 - 2020 CFA Institute. Toby Lee has 1 emails on RocketReach.
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