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Oliver Lee currently serves as the Branch Manager Compliance at Aviso Wealth, a position held since January 2023. Previously, Oliver held the same title at Doheny Securities for six months, emphasizing tier 1 supervision activities and managed accounts suitability reviews. A notable tenure at IG Wealth Management as a Compliance Specialist from January 2019 to July 2022 involved preparing system reports, conducting trend analyses, and identifying risks. Prior experience includes multiple roles at RBC between November 2012 and October 2018, focusing on client education and financial advice, as well as a Financial Service Manager position at BMO Financial Group in 2015-2016 that prioritized customer needs-based conversations and referrals. Oliver's early career included customer service responsibilities at 24-7 Intouch.