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Pierson Chan

Wealth Advisor | Portfolio Manager at Nicola Wealth

Pierson Chan, CFA, CFP, CLU, is a seasoned Wealth Advisor at Nicola Wealth, with a career spanning over a decade in financial services. Pierson's experience includes various roles at MD Financial Management, including Portfolio Manager, Associate Portfolio Manager, and Advisory Team Coordinator. Pierson began the career as a Customer Service Representative at Coast Capital Savings. Educational qualifications include a Bachelor's degree in Science from the University of Waterloo, with a focus on Biotechnology, accounting, and finance, and the prestigious Chartered Financial Analyst (CFA) designation from the CFA Institute.

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