Cherrie is committed to being clients’ first respondent for financial inquiries and requests, while ensuring to provide the best quality of services. Having immigrated from Hong Kong with her family, Cherrie is a native speaker in Cantonese and Mandarin. Within the team, Cherrie assists with general client service initiatives, review, and financial planning meetings.
Cherrie started her finance career in retail banking with two major Canadian banks whilst pursuing her undergraduate degree at the Vancouver School of Economics, University of British Columbia. Shortly after graduating in the top percentile of her class, she transitioned into the investment world by joining Pamela’s team.
In her personal time, Cherrie was handpicked to represent Canada at the 2019 World Dragon Boat Racing Championships in Thailand, where she broke records with her team. Being the adventure seeker that she is, you can find Cherrie exploring the beautiful Pacific Northwest with her golden retriever in ever changing new ways.