Bio
Cindy joined Leith Wheeler in February 2012. She is responsible for managing discretionary investment portfolios for Private Clients and Foundations. Prior to joining the Private Client team, she spent several years with the firm’s Pensions & Institutions group working with consultants and institutional clients. Following that, she worked with the retail markets team, helping to develop the firm’s advisor business.
Cindy graduated from McGill University with a Bachelor of Commerce degree and is a Chartered Financial Analyst (CFA®) chartholder. She is a member of CFA Society Vancouver and the Estate Planning Council of Vancouver, and serves on the Board of Directors for S.U.C.C.E.S.S. Foundation where she sits on their Investment Advisory Committee. Cindy is passionate about improving financial literacy among women and new immigrants, speaking at events for Women in Capital Markets, and Her Dollars & Sense.
Languages Spoken: English, Mandarin