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Contact Us

Richard Cheng
Janet Tsoi
Clara Lum
James Chu
Marie Pacheco
Regeza Panganiban

Tel: 604-631-2628
Toll Free: 1888-810-0021
Fax: 604-631-2618

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


 


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