Cindy Huang, CFA

Portfolio Manager

Contact

Bio

Cindy Huang joined Leith Wheeler in February 2012. She is responsible for managing discretionary investment portfolios for private clients and their families. Prior to joining the Private Client team, she spent several years with the firm’s Pensions 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 has completed the Canadian Securities Course. Cindy holds a Chartered Financial Analyst (CFA) designation and is a member of CFA Society Vancouver. She is passionate about improving financial literacy among women and new immigrants, speaking at events for Women in Capital Markets, Her Money & Sense, and S.U.C.C.E.S.S. Foundation. She has also helped to develop mentorship initiatives for Leith Wheeler and CFA Society Vancouver.

Languages Spoken: English, Mandarin

Details

Office

Vancouver

Direct

604-676-7860

LinkedIn

Contact Cindy Huang