Fancy Ching, BA, CLU, CH.F.C., FMA, FCSI, CIM
Fancy Ching, an experienced and passionate investment professional since 1992, brings with her a wealth of experience that covers the spectrum of financial products. Her expertise in the fields of insurance, equity and debt instruments uniquely position her to create comprehensive holistic wealth management plans. Using this "big picture" approach, Fancy works closely with her clients to identify long and short-term goals, risk tolerance, minimize tax (as it relates to investments) and estate needs to develop highly individualized, balanced portfolios that help clients to build and preserve wealth to achieve their financial and legacy goals.
Outside of work, Fancy is actively involved in the community and volunteers with organizations such as the BC Children's Hospital Foundation, Terry Fox Run and the Victoria Prostate Centre. She also served as Director for the University of Victoria Alumni Association between 1997-1999. When Fancy is not at work, or working with one of her favourite charities, Fancy loves entertaining house guests with her cooking skills, and travelling with her husband, David, a local Publican and community supporter.
Fancy is fluent in Cantonese and Mandarin.