About me
Honest. Hardworking. Dedicated.
Shuo Cheng is a Portfolio Associate at ATB, based out of Eighth Avenue Place in Calgary. With seven years of experience, she provides exceptional client service and plays a key role in the personalized management of client portfolios. Shuo holds a Bachelor of Commerce in Finance from the University of Calgary and has completed the Canadian Securities Course and Conduct and Practices Handbook. She has recently received her Chartered Investment Manager (CIM®) designation from the Canadian Securities Institute .
Specialized commitment.
Shuo takes pride in building lasting relationships with clients, ensuring their experience is more than just transactional—it’s a trusted partnership. Her ability to deliver seamless and proactive service allows clients to feel confident. With a strong background as a Portfolio and Operations Analyst at a national wealth management firm, she brings a meticulous approach to account management, trade execution, and customized reporting.
Continuously learning and exploring.
Outside of work, Shuo enjoys an active lifestyle, exploring the beauty of the Rocky Mountains through hiking in the summer and snowboarding in the winter. She is fluent in Mandarin and also enjoys cycling, strength training, and cooking at home. Her two rescue cats provide companionship and bring joy to her daily routine.
My team
Connect with members of my team.
ATB Investment Management Inc. is registered as a Portfolio Manager across various Canadian securities commissions with the Alberta Securities Commission (ASC) being its principal regulator. ATB Investment Management Inc. is also registered as an Investment Fund Manager who manages the ATB Funds, Compass Portfolios and the ATBIS Pools.