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Ria Zheng
Senior Associate
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Ria Zheng supports both clients and advisors with care, organization, and a strong attention to detail. She plays an important role in helping ensure the planning process feels smooth, clear, and well supported from start to finish.
Through personalized coaching and strategic financial planning, Ria helps you to identify and overcoming limiting beliefs and negative self-talk around money, building empowering money habits that serve your goals, and creating a strong financial foundation for your life and business.
Ria is known for her thoughtful, client-first approach and her ability to keep complex processes organized and moving forward. She works closely with the advisory team to assist with planning coordination, follow-ups, and client communication, helping create a consistent and positive experience for clients.
With a calm and approachable manner, Ria helps clients feel comfortable asking questions and confident that their needs are being looked after. She values clarity, reliability, and follow-through, and takes pride in supporting advice that is both well considered and well executed.
When Ria is not helping clients achieve their financial dreams, you’ll find her with her family and their furry companion, Bella, enjoying the beautiful British Columbia outdoors – skiing on the mountains, hiking in the forests, or paddling on the water.