Who We Are

Vered Wealth Management (Canada) Company Limited is an independent investment firm that dedicated to offering carefully curated investment solutions and value-added services. 

Our brand, “Prudence,” “Wisdom,” “Solution,” speaks to the careful attention we pay to tailor an investment portfolio to meet your needs and the humble, hardworking approach we bring to the stewardship of our clients investment assets.

At Vered, we evaluate global investment markets quickly, efficiently and continuously to look for hidden opportunities and manage risk. We always look to the future to provide you with improved solutions and better ways to invest.

Our Philosophy

Value investing – We look for long-term investments. We avoid short-term nosey and speculative investing.

Global diversification – Portfolios are structured by different asset classes and strategies from different regions.

Active management – We employ a dynamic approach with combined top-down asset allocation and bottom-up security selection.

Sophisticated risk management – We employ tactical risk management tools to manage the risk. Low-risk growth is our priority.

Disciplined investing – Execution of pre-defined investment strategies with ongoing monitoring and rebalancing.

What We Do

  • Fee-Based Portfolio Management
  • Cash, Margin, Corporate, and Estate Accounts
  • RRSP, RESP, RRIF, and TFSA account management
  • Family Trust Accounts
  • Retirement and Estate Planning​

Working closely with our partners*,  we can also refer you to the services below.

  • Tax planning
  • Trust managing
  • Estate planning
  • Philanthropic planning
For more information, please contact with our IAs.
*Our partners are NOT members of IIROC or CIPF.

VWMC Team

David lu
David Lu

CEO, Investment Advisor

Scott cheng
Scott Cheng

Portfolio Manager, EVP, Director

Casey spreeuw
Casey SprEeuw

CFO

marshal
Marshal Liu

Investment Advisor

yan huang
Yan Huang

CCO

luanaphoto
Luana Yang

Investment Representative

VWMC Business Partners

blakes logo
walsh king logo
cipf logo

Know Your Advisor: IIROC AdvisorReport

Regulated by IIROC

*Blakes Law Firm and Walsh King LLP is not a member of IIROC or CIPF

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David Lu

MBA, FCSI, CI
Chief Executive Officer, Director

Investment Advisor

With more than two decades of experience in the financial industry, David believes the modern investment is primarily on scientific reasoning guided by tactical asset allocation and sophisticated risk management. David avoids short-term nosey and speculative trading. With this in mind, David helps his clients achieve a wealthy state of mind regardless of the market conditions. David offers sound advice and a unique perspective on investing and being opportunistic in today’s market. David advises clients on investing, personal finance, business, wealth transfer and philanthropic planning.

David likes to golf and ski in his leisure time.

Scott cheng
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Scott Cheng

CFA, MBA
Portfolio Manager, EVP, Director

As a well-respected investment professional, Scott Cheng joins Vered Private Wealth Management (Canada) with over 20 years of successful investment career in both Canada and China. Since 2001, Scott had worked at Ontario Teachers’ Pension Plan (one of the largest and most sophisticated pension funds in Canada with assets over $200 billion). As a Portfolio Manager there, Scott oversaw global equity portfolios with assets over $1 billion. From his long career in investment management, Scott has developed deep understanding of economic conditions and capital market dynamics, strong skills in fundamental research of global sectors and companies, and expertise in portfolio construction, management and risk control.

Scott obtained his undergraduate degree in International Finance from Fudan University in China, and his MBA degree from University of Toronto. He is a Chartered Financial Analyst (CFA) charterholder since 2002. Scott speaks English and Mandarin.

Casey spreeuw
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Casey Spreeuw

CPA, CA
Chief Financial Officer

As a Character Public Accountant Casey cut his teeth in the investment industry during a decade with the Vancouver Stock Exchange, penultimately as its Chief Examiner. After a short stint as a Financial Compliance manager with the Investment Dealers Association and a hiatus for several years in Amsterdam Casey returned to his investment industry roots working with new and existing firms as a free-lance financial and sales compliance professional, ultimately focusing on start-up IIROC new member firms.

Vered is the opportunity for Casey to bring his wealth and breadth of investment industry accounting experience to bear, building a strong foundation for Vered’s success.

After securing a Diploma of Technology in Computer Systems from the British Columbia Institute of Technology in 1982 Casey carried on completing his Bachelor of Commerce degree in accounting with the University of British Columbia in 1987, and after articling with an international accounting firm becoming a Chartered Accountant in 1989.

Casey likes cycling, skiing, community choir and volunteering with Scouts Canada in his leisure time.

Marshal Liu

Investment Advisor

Since Marshal Liu graduated from his master degree of International Accounting and Finance from the University of Windsor, he has accumulated and developed more than 12 years of experience in the financial industry. Marshal started his career as an insurance advisor at Sunlife Canada and has been working hard to develop holistic financial service experiences and skills for his clients by delivering sophisticated and proactive financial services including asset accumulation, estate planning and wealth management in different life stage.

Marshal focuses on assisting young professional Canadian families and Chinese immigrants in deploying their wealth into the North American investment market. Marshal is committed to build long-term relationships with his clients and entrepreneurs by hearing and learning their financial situation deeply, respect and understanding their investment personality and financial background, offering and servicing them for their long term wealth development goals and transfer wealth efficiently to the next generation.

Beyond his professional pursuits, Marshal is passionate and energetic towards life, he enjoys soccer, exercising and music. He is also a father of two lovely children in the family and chasing dreams with them together.

Yan Huang

Chief Compliance Officer

Ms. Yan Huang’s career in the securities industry began in the turbulent 1990s in China, then worked for 15 years in the Canadian securities industry.  She has developed an expertise in processing, reconciliation, supervision, and compliance review. She is also a certified Project Manager (PMP®).

 

As CCO, Yan is committed to designing and implementing effective compliance programs to ensure Vered Wealth Management operates within legal and ethical boundaries. Her experiences and knowledge of regulatory requirements makes her well-equipped to identify and mitigate compliance risks, and she has a vision for maintaining the firm’s reputation for integrity and responsible business practices.

 

When she’s not at work, Yan enjoys hiking, cooking, and reading.

Luana Yang

Investment Representative

With extensive financial industry experience in both Canada and China, Luana Yang is a Registered Investment Representative (IR) who specializes in operations and provides support for compliance and marketing. She has a Bachelor’s degree in Computer Science and a Master’s degree in Finance.

In her spare time, she enjoys hiking and reading.

Marshal Liu 刘庚

投资顾问

刘庚在加拿大温莎大学获得国际会计和金融专业硕士学位。他拥有12年加拿大金融服务从业经验，先后获得保险经纪（MDRT 百万圆桌成员）、注册退休投资规划顾问、公募基金销售等资质和执照，近期又成功成为IIROC 持牌投资顾问。刘庚主要从事金融资产投资、财富管理及规划等。多年来，他利用自己的专业知识，成功帮助加拿大年轻的高净值专业人士和中国大陆新移民投资北美金融市场，实现财富保值增值和代际传承。他擅长深入理解客户需求，根据客户投资特点和目标提供长期财富增长、传承方案。业余时间里刘庚热爱生活，喜欢足球、健身和音乐。他是两个可爱孩子的父亲，正和他们一起携手在人生道路上追逐梦想。

温哥华 Vancouver

办公室 Office

Suite 2500 – 1075 West Georgia Street

Vancouver, BC V6E 3C9

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Vancouver

Head Office

Suite 2500 – 1075 West Georgia Street

Vancouver, BC V6E 3C9

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