"Whether you prefer to be actively involved with wealth management decisions or leave them to professional advisors, our ultimate goal is to work in partnership with you to provide solutions to preserving, building, or managing your wealth tailored around your life goals."
These are the personal and professional cornerstones of Richard's practice. Richard has made a deep commitment to deliver prudent and timely investment counsel with a consistently high level of service.
Providing Investment Solutions for over 25 years to a diverse range of individuals, Richard has learned and demonstrated the importance of having a disciplined and focused investment plan as part of enjoying a fulfilling retirement lifestyle.
Whether you're a young professional planning for all that life will bring, or an executive at the height of your career, a business owner looking for corporate wealth solutions or you're retired and living your dreams while planning for your legacy, Richard will work with you to develop a plan to address your goals consistent with your unique individual situation.
Richard takes the time to assess your particular goals and risk tolerance while responding to any questions. Upon reflection, he will provide a realistic plan and once started, will regularly monitor and review the performance of the plan with you.
He has assembled a personal team to service your administrative and portfolio needs with over 40 years of combined financial industry experience.
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We would like to take this opportunity to introduce ourselves to you.
Richard D. Cheng, FCSI Senior Vice President and Senior Investment Advisor Direct: 604.631.2628
Originally from the Philippines, Richard immigrated to Canada in the 1970's, establishing his roots in Vancouver with a vision of helping his clients fulfill their life goals. Starting his practice in the early 1980's at another national firm, he has successfully built his business based on trust, integrity, and service. To achieve true success, he believes that you must find balance in your life around the five "F's": Family, Friends, Finance, Fitness, and Faith.
After 25 years, he continues to help his clients achieve their life goals by expanding his role into areas such as financial, estate, and insurance planning.
At the moment, he's training for the upcoming Royal Victoria Half Marathon on October 7, 2007. In his off time, he enjoys spending time with his wife, Kathy, finding new recipes to cook, drinking a nice bottle of 'chewy' red wines, running and hiking the Grouse Grind.
Chris Canavan Estate and Insurance Advisor Direct: 604.631.2609
Originally from Montreal, Chris is a sought after specialist assisting our clients with estate and insurance solutions to protecting their wealth by reducing and mitigating the share claimed by the tax man.
Before joining our group, he successfully built a name for himself at Maritime Life developing tax and estate planning strategies for high net worth clients.
Always willing to try something new, he's taken up skiing and enjoys spending time with his wife, Jackie, and daughter, Megan.
Clara Lum Associate Investment Advisor and Financial Planner Direct: 604.631.2654
Since joining Richard's team over six years ago, Clara has become an integral member providing financial planning services and managing client's wealth needs while implementing marketing and business development strategies to prospective clients. She is available to answer any questions regarding the markets, your portfolio, or to discuss your financial goals.
She started her career over 13 years ago at a financial planning firm before joining BMO Nesbitt Burns over eight years ago.
Recently married, she enjoys spending time with her husband, Brian, and keeps active around town running along the sea wall, hiking, and salsa dancing. This will be a busy year, competing in the Hobie 16 World Championships in Fiji this October 2007 and in the Kelowna Dragon Boat Festival in September 2007. Just recently BMO's dragon boat team, "Finding BMO", took home the bronze medal at the Richmond Dragon Boat Festival!
James Chu Investment Representative Direct: 604.631.2625
He has been one of the building blocks of Richard's practice providing him with the tools and resources to develop and monitor his client's portfolios. With an MBA from UBC, he brings over 18 years of industry experience including 13 years with Richard's team.
He is readily available to answer any administrative or 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 Start Trek! You can catch him running downtown most of the week in the afternoon and participated with Richard in the Vancouver Marathon relay held on May 2007.
We believe management is the backbone of our business. Canace provides our clients with administrative needs to ensure we provide the highest quality of service.
She started her career at a global bank over six years ago before joining BMO Nesbitt Burns over three years ago.
She is readily available to answer any administrative or portfolio questions.
As the newest member to our team, she is actively involved in community work and organized a charity ball that raised $10,000 towards the Burnaby Christmas Bureau in 2006! In her off time, you can find her on the local mountains snowboarding in the Winters or spending time with friends around town in the Summers. She will be joining Richard in the Royal Victoria Marathon on October 7, 2007.
Rose Samaniego Administrative Assistant Direct: 604.631.2643
Rose brings a warm personal touch to all our clients making sure their administrative needs are well looked after in a timely manner.
She came to Canada over ten years ago from the Philippines and started her career with Richard's team over nine years ago, readily available to assist you with any administrative questions.
When she's not in the office helping clients, she enjoys spending time with her husband, Philip, and her two children, Ralph and Isabella, entertaining friends, cooking amazing dishes, and enjoying a good game of badminton!
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We are located on the 18th Floor of 885 West Georgia street, on the corner of West Georgia and Hornby Street across from the Vancouver Art Gallery and kitty corner to the Hotel Vancouver. The entrance to our building parkade is the first right on Hornby (one way north towards the mountains) just after West Georgia Street. Take the elevators from the main lobby to the 18th Floor and ask for us!
All market data is delayed by at least 20 minutes unless otherwise noted. Quotes, historical data, charts and statistics are provided by SunGard PowerData. BMO Nesbitt Burns is not responsible for the information provided.
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