Julia Cheng

Julia Cheng is a Senior Wealth Advisor with Stenner Wealth Partners+ at CG Wealth Management. She has over 20 years of experience in the financial industry. Julia provides high standards of customer service to our ultra-high net worth clients. She works closely with our investment team and is actively involved in helping to implement investment strategy. Julia brings an exceptional level of care and attention to detail on the investment execution platform for clients and leads the team in day to day administrative operations.

Julia is a graduate of Simon Fraser University (SFU) where she attained a Bachelor of Arts degree in Economics. She holds the Financial Management Advisor (FMA) designation and has completed many Professional Development courses including Professional Financial Planning and Derivatives & Options licensing.

Julia enjoys spending time with her husband and daughter Kayla, traveling and attending her fitness dance class.

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Contact :

https://stennerwealthpartners.com
SWP@cgf.com
604.643.7505
1.800.663.1899 (Numéro sans frais Canada)
1.800.663.8061 (Numéro sans frais États-Unis)

FMA

• Vancouver
• Toronto
• Calgary
• Edmonton
• Montréal