Julia Cheng is the lead Investment Advisor with Julia Cheng & Associates of Canaccord Genuity Wealth Management. She has over 14 years of experience in the financial industry. Julia provides high standards of customer service to our ultra high net worth clients. She works closely with our investment team and is actively involved in helping to implement investment strategy. Julia brings an exceptional level of care and attention to detail on the investment execution platform for clients and leads day to day administrative operations.
Julia is a graduate of Simon Fraser University (SFU) where she attained a Bachelor of Arts degree in Economics. She holds the Financial Management Advisor (FMA) designation and has completed many Professional Development courses including Professional Financial Planning and Derivatives & Options licensing.
Julia is married with one daughter. Outside of work, she enjoys spending time with her daughter Kayla and also attending her fitness dance class.
Senior Associate, Client Services
Becky Howarth is an experienced Associate in the financial industry, having previously worked with multiple HNW teams at Macquarie Private Wealth and Richardson GMP Ltd in Calgary before moving to Vancouver to work for StennerZohny Investment Partners+, a private Multi-Family Office within RGMP. She currently is a Senior Associate with the Julia Cheng & Associates which specializes in working with UHNW investors.
Becky works closely with Julia in managing client services and ensure highest standard are being achieved through a variety of duties including sub-branch support and administration while offering leading service to our high net worth clients.
Becky has completed the Canadian Securities Course and is continuing her education in the financial industry. She was born and raised in the Okanagan and has taken time away to travel the world and live in Europe and Australia. She is happy to be close to home in Vancouver and enjoys organizing client events, charitable fundraisers, fishing, cooking and spending time with her family and friends.
Lucas Pain is a Client Service Associate with Julia Cheng and Associates. He is relatively new to the industry, coming from the healthcare field. He completed a bachelor’s degree studying Behavioral Neuroscience at SFU, a Human Biology degree from UWS and went on to do three years of the Doctorate of the Chiropractic Program, at UWS as well before being introduced to the wealth management field.
He quickly took a liking to the industry, going on to complete the Canadian Securities Course, Wealth Management Essentials course and is now pursuing the Conduct and Practises Handbook as well as being a Level one candidate for the CFA program. During his free time, he relaxes with his wife and friends while trying to stay active with any sport around him.