Fancy Ching
Senior Portfolio Manager, Senior Wealth Manager at Cibc Wood Gundy
Based in Victoria, Canada
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Seniority
Manager
Department
Other
Location
Victoria
Industry
Financial Services
Company size
2.9K
Contact information
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f•••••••@••••••.com
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Background
About Fancy Ching
Without a crystal ball to tell us what future holds for each of us, success depends on careful planning, strategic thinking, risk management, and knowledge of all the options available. And as with anything in life, it helps to tap into the expertise of those who can help. I am passionate about helping people use their hard-earned wealth to their own greatest advantage. I know how important it is to set aside money for the future, but I also know how much we all want to spend time with the children while they're young, take a break from the business now and then, or experience the joys of travel during our prime years. Based on this, I have developed a process that's grounded in an understanding of Family Values and Goals. Comprised of four steps, this process provides a wealth plan for your family investment strategy. I then work behind the scenes to implement and manage the plan – giving you the peace if mind that comes with always having our team in your Family corner.
Decision-makers
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