Wendy Cheung has over 10 years of experience in the financial industry. Wendy’s client-centric focus brings strong relationship and management skills to her role as an Investment Counsellor at Manulife Private Wealth.
Many of our advisors and clients know Wendy as their trusted Wealth Banking Officer before she became an Investment Counsellor. She previously held progressive positions in Personal & Business Banking at a major Canadian financial institution. Earlier in her career, she worked on Merger & Acquisition and Structured Finance projects in Commercial & Institutional Banking with a leading Australian financial institution in Asia.
As an Investment Counsellor at Manulife Private Wealth, Wendy helps clients with customized investment solutions that tailor to their needs. She works with her clients to develop Investment Policy Statements and manages their portfolio. She leverages her analytical and communication skills to help her clients reach their goal.
A graduate of Simon Fraser University, Wendy holds a Bachelor of Science in Actuarial Science and a Bachelor of Business Administration in Finance. She is also a CFA® charterholder.
Wendy is fluent in English, Cantonese, and Mandarin. She has travelled to over 200 cities in 25 countries and spent time working in Hong Kong, Milan, Beijing, and Singapore before moving back to Vancouver. She enjoys snowboarding and road cycling. She is a volunteer for the BC Children’s Hospital and BC Cancer Agency.
Manulife Private Wealth offers clients the same approach to wealth management that Manulife uses to invest in its own balance sheet. Receive personalized and integrated wealth management solutions to achieve each of your financial goals. To learn more, speak to your advisor or call Manulife Private Wealth today.