Publications

Richard Cheng, CIM®, FCSI®

Senior Portfolio Manager, Senior Investment Advisor, & Senior Wealth Advisor

Phone 604-631-2628
Toll Free 1-888-810-0021

Brian Hunt

Senior Portfolio Manager, Wealth Advisor

Phone 604-631-2694

Christine Dove

Senior Wealth Associate

Phone 604-631-2606

Alice Jay

Senior Client Service Associate

Phone 604-631-2610

Clara Lum

Portfolio Manager, Senior Wealth Associate, & Financial Planner

Phone 604-631-2654
Toll Free 1-888-810-0021

James Chu

Senior Investment Associate

Phone 604-631-2625
Toll Free 1-888-810-0021

Janet Tsoi

Senior Wealth Associate

Phone 604-631-2692
Toll Free 1-888-810-0021

Regeza Panganiban

Senior Administration Associate

Phone 604-631-2623
Toll Free 1-888-810-0021

Sheraton Wu

Administration Associate

Phone 604-631-2643
Toll Free 1-888-810-0021

Publications

Estate and Succession Planning

September 2, 2022

Preparing Your Last Will and Testament

September 2, 2022

Estate Information Organizer

Tax Planning

September 2, 2022

2025 Wealth Planning Facts & Figures

Education and Knowledge

September 1, 2022

Teaching your children about money

September 1, 2022

Impact of Sequence of Returns on Your Retirement Portfolio

Wealth Planning

September 2, 2022

Wealth Planning for Uncertain Times

Richard Cheng, CIM®, FCSI®

Brian Hunt

Christine Dove

Alice Jay

Clara Lum

James Chu

Janet Tsoi

Regeza Panganiban

Sheraton Wu

Branch Address

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