Cindy Huang

WORK HISTORY

EDUCATION

SKILLS

ABOUT CINDY HUANG

I have the privilege of managing discretionary investment portfolios for a stable of terrific private clients and their families. This is a business of trust, and that trust is earned by listening, so I take the time to understand each family’s complex financial situation and long-term wealth goals so that I can construct tailored investment portfolios and financial plans. I have worked in recent years to broaden Leith Wheeler’s service offering for the Asian community, including materially increasing support – donating both our money and our time – to charitable initiatives supporting Asian-Canadians. I am a member of the Estate Planning Council of Vancouver and previously served on the Board of Directors and Investment Advisory Committee for S.U.C.C.E.S.S. Foundation. I\'m also passionate about improving financial literacy among women and immigrants, speaking at events for organizations including Women in Capital Markets and Her Dollars & Sense. With over thirteen years of experience working with institutional and private clients and a CFA Charter, I bring the highest level of ethics and dedication to my clients and look forward to discussing how we can add value to your current investment plan.