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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

Richard Cheng, FCSI CIM

Senior Vice President, Portfolio Manager
Senior Wealth Advisor

Tel: 604-631-2628
Fax: 604-631-2618
Toll Free: 1-888-810-0021

Email: richard.cheng@nbpcd.com
Connect with me on LinkedIn
 

Richard is a Portfolio Manager, Chartered Investment Manager and a Fellow of the Canadian Securities Institute (FCSI) - the highest honor and most senior credential granted in Canadian Financial Services. Since the 1980s, he has been highly successful in providing sound financial advice to his high net-worth clients. After starting in the industry in 1982, he formed the Cheng Wealth Advisory Group and currently manages over $200 million in assets.

He has been with BMO Nesbitt Burns for over 25 years, working in the capacity of Senior Vice-President and Wealth Advisor. For two decades, Richard has also been a member of the Chairman's Council which is comprised of the highest ranked Investment Advisors of the firm across the country.

His passion extends to the kitchen where he enjoys cooking at home for his wife, Kathy.

Clara Lum, CIM

Associate Wealth Advisor & Financial Planner

Tel: 604-631-2654
Fax: 604-631-2618
Toll Free: 1-888-810-0021

Email: clara.lum@nbpcd.com
 

Clara is an Associate Portfolio Manager, Chartered Investment Manager and Financial Planner. She started in the business in 1993 and joined Richard's team over ten year ago. Clara currently assists in managing your portfolio, financial planning and client services.

She is available to answer questions regarding markets, or to discuss your financial and estate planning goals.

She enjoys spending time with her husband, Brian, and keeps active around town running along the sea wall, hiking, sailing and sharing healthy eating recipes.

James Chu

Associate Investment Advisor

Tel: 604-631-2625
Fax: 604-631-2618
Toll Free: 1-888-810-0021

Email: james.chu@nbpcd.com
 

James has been assisting Richard's clients with their administration and portfolio questions since 1994. With an MBA from UBC, he brings over 20 years of industry experience including over 15 years with Richard's team.

He is readily available to answer any portfolio questions or to chat about the markets.

If you ever get an opportunity, James is a wealth of information on World War II and anything about Star Trek! You can also catch him running downtown most of the week after work.

Janet Tsoi

Associate Investment Advisor & Financial Planner

Tel: 604-631-2692
Fax: 604-631-2618
Toll Free: 1-888-810-0021

Email: Janet.tsoi@nbpcd.com
Connect with me on LinkedIn
 

Janet assists us with developing new business opportunities and marketing solutions. She brings over ten years of financial industry experience and has a Bachelor of Commerce from UBC. Prior to joining the industry, she was running her own business for 18 years with annual sales of up to $12 million.

Outside the office, she actively volunteers her time in the community. She was former Vice Chair of S.U.C.C.E.S.S., former Board of Director of the S.U.C.C.E.S.S. Foundation and Community Care Foundation.

She enjoys doing yoga, reading historical novels, and as a proud mother spends time with her two children, Jacqueline and Justin.

Regeza Panganiban

Sr. Sales Assistant

Tel: 604-631-2623
Fax: 604-631-2618
Toll Free: 1-888-810-0021

Email: Regeza.Panganiban@nbpcd.com
 

Regeza is a familiar name to many of the team's longest clients as she started her career with Richard in 1992 . From there she gathered additional experience in various positions in marketing and management. Coming home to the team in 2014, Regeza brings back more than 20 years of relevant experience in the industry to serve your communication and administrative needs.

She is proud of her "green thumb" and makes use of weekends tending to her garden.

Marie Pacheco

Investment Representative

Tel: 604-631-2643
Fax: 604-631-2618
Toll Free: 1-888-810-0021

Email: marie.pacheco@nbpcd.com
 

Marie is originally from the Philippines before joining our team in 2010. She completed a Master's degree in Journalism from the Ateneo de Manila University.

Her organization and communication skills are a welcome addition in helping better serve our client's administrative needs. Marie also handles the team's special events plus online and social media presence in an effort to expand service and access to clients.

AS a journalist for more than 10 years, you can still spot her around town doing assignments and in the off days spending time with her husband and three kids.