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Simon Cheng, PFP

FINANCIAL PLANNER

Let's work together to achieve your financial goals

My Commitment to You

Healthier and longer lives require more flexible choices to meet the changing needs of retirement. As a financial planner, my approach to planning is first getting to understand my client's individual needs so that together we can tailor your investment plan to your unique goals.

Languages Spoken: English, Cantonese, Mandarin

Contact Me

Phone Icon (604) 656-2982

Location IconVANCOUVER, BC

A Different Approach to Financial Planning

We invite you to spend some time with our interactive tool to identify your top 3 retirement priorities and see how they can be reflected in a personalized retirement plan.

Ways I Can Help You

Here are just a few ways I can help meet your investment, retirement and financial planning needs.

My RBC Team

As my client, you will also enjoy the support of RBC professionals on my team. Together, we can help you reach your unique dreams and goals!

My Team

Joanne Au

Financial Planning Associate

Reports & Insights

Global Investment Outlook Thumbnail

Global Investment Outlook

For more on our current view and outlook, consult The Global Investment Outlook


Economic Outlook Thumbnail

Economic Outlook

Produced by RBC Global Asset Management's Chief Economist Eric Lascelles, the #MacroMemo covers what's on our economic radar for the week

Discover and Learn

Global fixed income markets - Spring 2024

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Fixed income markets & currency outlook - Spring 2024

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Economic Outlook - Spring 2024

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