A business built on relationships. Relationships built on trust.
Recognized as one of Western Canada’s leading wealth management teams, Becker and Cheng Wealth Group proudly offers a diverse group of clients comprehensive wealth services combined with complete long-term planning. Our team provides an unparalleled level of client service, bolstered by decades of experience and top industry designations. We are dedicated to creating sustainable wealth for people and their families through diligent financial management and investing.
What we do
We’ll help you achieve the financial confidence you need to live your best life
We encourage you to ask us the hard questions until you feel like you understand, feel confident, and can live your best life. With a comprehensive wealth plan in place, you can dedicate more time to enjoying your success, spending time with loved ones, and creating lasting memories.
What is wealth management?
Wealth management helps us better guide you and your loved ones through each stage of your journey. Our "family office" approach allows us to develop a full roadmap that leads to your ideal financial destination. This can include:
- Investing
- Education
- Insurance planning
- Financial planning
- Income planning
- Retirement decisions
- Tax planning
- Complex credit and lending
- Estate and legacy planning
- Small business planning and monetization strategies
The North America Family Office Report 2025 - Read more
What does our process look like?
Our team-based approach and disciplined process put you and your loved ones first.
Step 1: Meet our team. Make sure we’re a good match by getting to know our team, our services, and our approach.
Step 2: Learn your story. Let’s talk about you – your needs, your priorities, and your goals.
Step 3: Financial assessment. We’ll gather and review your investment portfolio and any other relevant financial information.
Step 4: Strategy. Together, we’ll develop a personalized wealth strategy that works best for you.
Step 5: Service. As your needs evolve, we’ll continue to monitor and check in to ensure we remain on track.
Who we help
Journeying with people through their life
We draw upon our wealth planning and investment expertise to provide an exclusive, customized experience – one that takes into account your complex wealth considerations.
Individuals and families
In the midst of familial change – divorce, re-marrying, loss of a spouse, inheriting wealth or a business – re-visiting your Wills, estate, and retirement plans can seem like a daunting task. If you’re feeling anxious and uncertain about what your financial future holds, we’ll help guide you through this next chapter.
Business owners and entrepreneurs
Whether you’re an executive, an entrepreneur, a healthcare professional, or a tech innovator, you’ve already put in the hard work. Let our team help you with the rest – preserving what you’ve built and securing your financial future.
Our team
Working together to give you the best possible experience
At Becker and Cheng Wealth Group, we draw on the diverse experience and perspective each of us brings to the team to develop the very best strategies. We built our practice with one all-encompassing, guiding question: If we were a client, what would we want to experience? We found the answer in the form of the “4 E’s” and they serve as the foundation of our practice.
Education
Although we each hold top industry designations, continual learning remains a top priority for our team. We continue to elevate our education so that we can learn more, grow more, and accomplish more for our clients.
Ethics
We never take the trust you place in our team for granted. In all professional and personal dealings, we hold ourselves to the highest moral and ethical standards.
Experience
We believe that true wisdom is gained from experience. Our team possesses more than a century of combined experiences, skills, and perspectives, all of which shape our approach to your wealth.
Equality
Our team recognizes that we don’t all think the same. We pride ourselves on combating bias and embracing diverse perspectives, within both our team and our client base.
Gwen Becker
Daniel Cheng
Lana Porter
Graham Ingram
Edward Huang
Aliza Carroll
Wallace MacNair
Jordan Kasian
Our partners
Working with our extended team of experts
We want our clients to experience best of both worlds – the feel of a small, boutique financial firm backed by the strength and resources of Canada’s largest financial institution. From private banking to commercial banking to capital markets, our dedicated, in-house specialists are at your service.
John Simes
Victoria Schneider
Eric Milner
Danielle L. Bryant
Faisal Jamal (BOS)
Jason Fong
Kelly Kotello
RBC Private Banking
We’re always looking for ways to make our clients’ lives easier. That’s why we work closely with our talented Private Banking partners to manage more complex banking needs. These financial experts can offer you, your family, and your business sophisticated banking, cash management, and credit solutions, in addition to collaborating with other professional advisors for a seamless banking experience.
RBC Commercial & Corporate Banking
RBC Commercial & Corporate Banking can offer clients the right financial solutions and services for their businesses or companies. Our team provides essential guidance when it comes to coordinating and incorporating these exclusive services into your overall wealth plan. If you’re looking to improve your current banking arrangements, we can help you find the best way to manage all of the moving parts.
Our community
Empowering our communities
We’ve witnessed firsthand what becomes possible when people come together for a purpose. Over our many years in Calgary, empowering our clients and community to create positive change has become core to what we do. A few of the many causes close to our hearts include the following:
A long standing board member for the Calgary Flames Ambassadors, Gwen has been proudly supporting the Calgary Flames Foundation since 2003. She fosters connections with both the public and business community to generate fundraising support. She also co-chaired special events, including “Paint the Town Red” and “Roasts of Calgary Flames Owners and Alumni.”
Gwen is founder and former chair of Women Investing In Knowledge, an organization that promotes financial literacy for women, creating opportunities for women to invest in themselves.
Daniel serves as Honorary Chair for Calgary’s “Up the Down” dinner, which raises funds for the Down Syndrome Resource Foundation. As a team, we annually attend the “Up the Down” Stock Market Challenge.
Since 2018, Daniel has served as a board member of Wing Kei, a not-for-profit, community-based organization that provides high-quality, culturally-appropriate care for seniors. We also take part in the annual Wing Kei Care Centre Walkathon to support senior housing developments.
Daniel has served on the board of directors for the Luna Child and Youth Advocacy Centre in Calgary since 2018. Luna brings multidisciplinary experts together to support children, youth, and families who have experienced abuse, with the ultimate goal of building safe communities for young people.
Since 2015, our team has hosted several well-attended events, including private screenings of select Disney films, where we collectively raised and donated over a thousand pounds of food and over $1,000 for the Calgary Food Bank.
Since 2017, Becker and Cheng Wealth Group, along with clients and other RBC colleagues, have collectively raised $50,000 for the RBC Race for the Kids to support Alberta Children's Hospital Foundation.
Since 2014, our team has been an ongoing financial supporter for the Wood’s Homes Foundation’s "Never Give Up Gala,” which raises funds to support children, youth, and families with mental health needs.
At the Money
At the Money
“At the Money” is a podcast brought to you by Becker and Cheng Wealth Group, hosted by Daniel Cheng, CFA, FCSI and Graham Ingram, CFA. Listen in as they explore market insights, wealth management strategies and the latest events shaping our financial world.
Blog
Wealth Management Online Resources
Assess your accounts securely at your convenience
Here are some step-by-step walkthroughs to help you navigate the new RBC Wealth Management Online and keep track of your progress on your phone, tablet or computer. If you have any questions, please get in touch with us.
Your documents
Your accounts
See the big picture with Account Groups on the mobile app
How to update your address and contact information
Transfer funds quickly and easily
View your up-to-date RRIF/LIF information securely online
How to send secure messages on the mobile app
Quickly find the accounts you want to see
View your accounts in the order you desire
Your investments
Events
Check back soon for upcoming events