Our Team

“My passion is to deliver on your vision thru prudent financial advice”

Richard is a Senior 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 Portfolio Manager and Senior Wealth Advisor. For two decades, Richard has also been a member 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.

“My goal is to provide our clients with customized wealth planning solutions unique to their life goals and deliver on portfolio management solutions”

Clara is a Portfolio Manager, Chartered Investment Manager and Financial Planner. She started in the business in 1993 and joined the team over twenty years ago and currently assists in managing your portfolio and providing wealth planning solutions. She works closely with BMO partners to ensure your investment and wealth planning needs are met.

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

She currently sits on a couple boards of non-profit organizations and as a society member for a society.

She can be found supporting and serving her community, traveling the world, or running along the sea wall.

“Deliver peace of mind to our clients with good service, efficient investment management, and timely advice tailored to their circumstances and needs”

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.

To many of the team’s longest clients, Regeza is a familiar name having started her career with Richard in 1992! Throughout her career, spanning 30+ years in the industry, Regeza has accumulated additional experience in various positions ranging from marketing to management. Returning to BC from the east coast in 2003, Regeza brings relevant industry expertise to serve the Team’s administrative and communication needs.
 
In her spare time, you can find Regeza and her green thumb tending to her growing garden or cycling with family and friends – including her beloved husband Bret and beautiful rescue pup, Roadie.

“My goal is to keep the wheels seamlessly turning on the administration front to ensure things move efficiently and quickly”

Sheraton joined the Cheng Wealth Advisory Group in 2020 during the pandemic. He is aptly nicknamed the “Wizard”, because of his in-depth knowledge on all things tech, stocks, and finance. Sheraton has obtained his CSC and CPH and is working toward adding CFA credentials to his resume. Prior to joining the group, Sheraton worked in retail banking, insurance, and hospitality. He is fluent in English and Mandarin.
 
In his spare time, you can bet that Sheraton is out feeding his “foodie” appetite, trying different and new restaurants, or watching films. He loves keeping his pulse on meme stocks, cryptocurrency, and other frenzy financial asset bubbles.

“My goal is to provide seamless administrative support that ensures an exceptional client experience and helps our team deliver personalized, efficient wealth management solutions.”

Isabella's career with BMO Private Wealth began in 2018 as a receptionist, where she was quickly immersed in the exciting world of wealth management. With 5 years of experience assisting various wealth advisory groups, Isabella took the next step in 2025 as a Client Service Associate, providing administrative support to the Cheng Wealth Advisory Group. Over her time in the industry, her passion for helping people has grown significantly, and she finds it incredibly fulfilling to see the positive impact her work has on clients' lives. She holds a Bachelor of Arts in Communication from Simon Fraser University.

Outside of work, Isabella enjoys traveling, discovering new restaurants and cafés, playing basketball, and spending quality time with family and friends over a great meal. She loves taking her rescue dog, Bingsu, on walks and runs and is completely head over heels for her first niece, cherishing every moment of being an auntie!