Wendy Cheung

Wendy Cheung, CFA, CFP, is a Senior Advisor and Portfolio Manager in Wealth Management at Wealthsimple, where they challenge the status quo of the industry to enable broader access to investment opportunities. With over 18 years of experience in the financial sector, Wendy has built a reputation for providing tailored wealth management solutions to high-net-worth individuals and institutional clients. They have previously held positions at RBC Dominion Securities, Manulife Private Wealth, and the Royal Bank of Canada, where they developed diverse skills in portfolio management, asset allocation, and client relationship management. Wendy is currently pursuing a Bachelor of Business Administration in Finance and a Bachelor of Science in Actuarial Science at Simon Fraser University.