Allan Lee, CFA, PFP
Founder & Principal · 20+ Years in Financial Services · Bilingual: English & Mandarin
Zephyr is led by Allan Lee, CFA, PFP, a Vancouver-based financial services executive and advisor with more than 20 years of experience across wealth management, banking strategy, risk, regulatory initiatives, and operational transformation. Bilingual in English and Mandarin, with deep cross-border experience between Canada, the United States, Taiwan, and the broader Asia-Pacific region, his work combines financial discipline, governance judgment, and practical execution support for families and businesses facing complex decisions.
Allan's career spans senior roles at HSBC and RBC over more than two decades, where he led initiatives across regulatory transformation, M&A communications, cross-border advisory, portfolio management, and operational efficiency. He brings board and advisory committee experience alongside a deep understanding of the institutional frameworks that underpin sound financial decision-making in both Western and Asia-Pacific contexts.
How we approach every engagement.
Independent Judgment
No product affiliations, no conflicts of interest.
Practical Execution
Strategy that translates into concrete, measurable action.
Governance Discipline
Structured, accountable decision-making at every stage.
Long-Term Orientation
Decisions built for durability, not short-term convenience.
Clear Communication
Complex topics explained plainly, without condescension.
Confidentiality
Discretion is a baseline expectation, not an added feature.
Cross-Border Fluency
Decisions navigated thoughtfully across jurisdictions, languages, and family or business cultures, particularly between North America and Asia-Pacific.