Richard Cheng, FCSI CIM

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

Tel: 604-631-2628

Fax: 604-631-2618

Toll free: 1-888-810-0021

Clara Lum, CIM

Portfolio Manager, Senior Wealth Associate, & Financial Planner

Tel: 604-631-2654

Fax: 604-631-2618

Toll free: 1-888-810-0021

James Chu

Senior Investment Associate

Tel: 604-631-2625

Fax: 604-631-2618

Toll free: 1-888-810-0021

Janet Tsoi

Senior Wealth Associate

Tel: 604-631-2692

Fax: 604-631-2618

Toll free: 1-888-810-0021

Regeza Panganiban

Senior Administration Associate

Tel: 604-631-2623

Fax: 604-631-2618

Toll free: 1-888-810-0021

Sheraton Wu

Administration Associate

Tel: 604-631-2643

Fax: 604-631-2618

Toll free: 1-888-810-0021

Parmis Ghodsi

Administration Assistant

Tel: 604-443-1517

Fax: 604-631-2618

Toll free: 1-888-810-0021

Publications

Tax Planning Strategies

September 12, 2022

Tax Slips Overview

Managing Your Wealth

September 2, 2022

Wealth Planning for Uncertain Times

Estate & Succession Planning

September 27, 2022

How does one update their estate plan in a pandemic?

September 2, 2022

Digital Assets and Your Estate Plan

September 2, 2022

Preparing Your Last Will and Testament

September 2, 2022

Estate Information Organizer

September 2, 2022

“Stress Testing” Your Estate Plan in a Time of Crisis

Education and Knowledge

September 1, 2022

Investing Handbook

Richard Cheng, FCSI CIM

Clara Lum, CIM

James Chu

Janet Tsoi

Regeza Panganiban

Sheraton Wu

Parmis Ghodsi

Branch Address

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