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Richard Cheng
Janet Tsoi
Clara Lum
James Chu
Regeza Panganiban
Sheraton Wu

Address
BMO Nesbitt Burns
885 West Georgia Street
18th Floor
Vancouver, BC
V6C 3E8
Map

Contact Us

How we work


 


A smooth running relationship is based on a clear understanding of expectations.

What you can expect from us:

  • prompt and courteous service
  • answers to your questions with knowledgeable and informed advice
  • regular consultation and review either by telephone, e-mail or in-person
  • personalized portfolio design
  • we will call you with bad news as well as good
  • an investment plan that reflects your current cisrcumstances and future objectives

What we expect from you:

  • you will communicate and ask us if you do not understand something
  • you will reach out to Regeza or Marie for administrative questions; Richard, Clara or James for investment and portfolio advice
  • you will let us know of changes to your needs, objectives or financial position
  • prompt and complete return of documentation required to maintain and manage your accounts