Welcome to Cheung & Associates Private Wealth Management
We are dedicated to exceeding our clients' expectations by proactively providing insightful guidance to achieve their financial goals.
Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has more than 22 years combined experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Investment planning
Having the right financial plan is critical to helping achieve your goals, and a personalized and detailed investment strategy is a critical element of that plan. We recognize that the best investment talent is not limited to any one firm or geography. That’s why we construct diversified portfolios managed by leading asset managers from around the world and comprised of a wide variety of asset classes. Your portfolio is constantly monitored to ensure it is always aligned with your wealth preservation, growth and income priorities.
What our clients say
Working with Sue has been life-changing. I never imagined this kind of transformation could happen just by partnering with an experienced financial advisor. Her thoughtful, personal approach to planning has given me confidence in my future, even beyond retirement, despite this ever-changing world. Sue takes the time to ask the right questions, gets to the heart of my goals, and offers clear, relatable solutions that make me feel secure. The strategies she’s put in place have strengthened my financial health and will benefit my family for years to come. Her perfectly timed follow-ups ensure we stay on track without stress. I’ve recommended Sue to many friends and family, and each one tells me how much she’s impacted their lives. I only wish I’d found her sooner! She really did change my life.
Elizabeth B. - Client since 2021
Having Sue as our financial planner has given us great comfort and confidence, knowing that our future finances are in the hands of a highly skilled and experienced professional who truly has our best interests at heart. Working with Sue has always been a pleasure. Her professionalism, depth of knowledge, and bright, friendly personality combine to provide us with the best financial planning advice that suits our needs, enabling us to achieve our goals and plan effectively for our family’s future.
D. Walsh & A. Briones - Clients since 2015
Sue is very personable, and I feel very comfortable talking with her about finances, family, and life in general. She understands my financial goals and has made suggestions that have helped me enjoy my retirement more. I have peace of mind knowing that my financial portfolio is stable and available to use at any time.
L. Scott - Client since 2000
Sue has been instrumental in providing insightful planning to help us achieve our financial goals. Her extensive experience has introduced us to options we hadn’t previously considered, always keeping our concerns at the forefront. Together with her team, she has instilled confidence in our financial future. Sue and her team come to every meeting well-prepared, working cohesively under her leadership. They leverage each other’s strengths, and Sue clearly outlines the pros and cons of each option to help us reach our goals. She is never pushy but is genuinely committed to our success. We always leave our meetings feeling assured that we are on the right path and that every decision made is in our best interest. I recommend Sue to my family and friends. She brings to light the important aspects of financial planning that people often overlook, assume, or delay. Sue is honest and upfront, never pushing us into decisions that aren’t in our best interest. She asks the essential questions about the financial well-being of our family in the present, near future, and retirement. Planning is crucial, and Sue’s guidance has significantly reduced our worries about the future.
T. Chow - Client since 2011
Financial planning has been straightforward and comprehensible thanks to Sue and her team’s expertise. Sue is honest and genuinely cares about us, always prioritizing our best options. She is professional and thorough, meticulously considering every detail before our meetings. Sue is consistently well-prepared, and everything is organized and explained in a way that we can easily understand. Sue and her team go above and beyond to ensure our success and guide us in the right direction. I wholeheartedly recommend Sue. She is kind, caring, and honest, never suggesting anything that wouldn’t benefit us. If you care about your future and are looking for someone trustworthy to help you plan, Sue is the perfect choice.
S. Chow - Client since 2011