Steven Cheng
Financial Security Advisor, Principal Partner
With over 15 years of experience in the financial services industry, Steven Cheng was a Financial Services Manager with BMO for 8 years prior to becoming an independent advisor. With his deep knowledge of the financial services, he has expertise in areas including banking and lending products and services, Insurance, Investments and Retirement planning. Steven is president and principal partner of Prudentia. He is also a Financial Advisor with Global Maxfin Investments Inc., a mutual fund dealer.
Steven speaks 3 languages, including English, French and Cantonese. He holds the designation of Associate of the Institute of Canadian Bankers. In his free time, Steven is passionate about cars and sports.
1-866-713-8198 ext. 2
Victor Chack-Wan, CIM
Financial Security Advisor, Principal Partner
With over 15 years of financial industry experience, Victor Chack-Wan has held various management positions in the investment industry. He is currently vice-president and principal partner of Prudentia, and also a Financial Advisor with Global Maxfin Investments Inc., a mutual fund dealer where he is licensed in Quebec, Ontario and British Columbia.
With his profound knowledge in Investments, Insurance, Tax and Estate planning, Victor applies his experience to advise individual and business clients in guiding them through complex issues by using a multi-disciplinary approach to Wealth Management.
Victor speaks 3 languages including English, French and Cantonese. He graduated from Concordia University’s John Molson School of Business with a Bachelor’s degree in Commerce, and currently holds the Chartered Investment Manager designation. Victor’s favorite activities include winter sports, gastronomy and travel.
1-866-713-8198 ext. 1
Akshay Patel
Financial Security Advisor, Principal Partner
With over 20 years of experience in the financial industry, Akshay truly values his independence as a Financial Advisor because he believes in putting client interests first and foremost. He is currently vice-president and principal partner of Prudentia. He is also a Financial Advisor with Global Maxfin Invesments Inc., a mutual fund dealer.
Akshay brings a wealth of investment knowledge and strategies to help families plan for their financial future. His experience through tough market cycles has helped many clients stay focused on their investment goals. He can help you with Budget Planning, Investment Planning, Insurance, and Retirement Planning.
Akshay speaks 4 languages, including English, French, Hindi and Gujrati. Akshay is passionate about cycling and robotics.
1-866-713-8198 ext. 3
Li (Cynthia) Yao
Financial Security Advisor
As a Financial Security Advisor with Prudentia, Cynthia provides advice to families and businesses to help them protect their financial well-being. She has experience in Wealth Preservation and Wealth Transfer strategies, Health Insurance benefits and Travel Insurance.
Cynthia speaks English, Cantonese and Mandarin. She graduated from Concordia University’s John Molson School of Business with a Bachelor’s degree in Commerce. In her spare time, Cynthia enjoys photography, art and travelling.
1-866-713-8198 ext. 4