Toll Free: 1888-810-0021
885 West Georgia Street
Richard Cheng, FCSI CIM
Senior Vice President, Portfolio Manager
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.
Clara Lum, CIM
Associate Wealth Advisor & Financial Planner
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.
Associate Investment Advisor
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.
Associate Investment Advisor & Financial Planner
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.
Sr. Sales Assistant
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.
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.