Principal, Portfolio Manager - Private Clients & Foundations
Cindy joined Leith Wheeler in February 2012 and is responsible for managing discretionary investment portfolios for private clients and foundations. Before joining the Private Client team, she spent several years working with consultants and institutional clients with the firm’s Pensions & Institutions group. She later worked with the Retail Markets team in helping develop the firm’s advisor business.
Fluent in Mandarin, Cindy holds a Bachelor of Commerce degree from McGill University and is a Chartered Financial Analyst (CFA®) charterholder. She is a member of CFA Society Vancouver and the Estate Planning Council of Vancouver. Cindy previously served on the Board of Directors for S.U.C.C.E.S.S. Foundation and on their Investment Advisory committee. Passionate about improving financial literacy among women and new immigrants, she has spoken at events for Women in Capital Markets and Her Dollars & Sense.