February 27, 2025

Angela Huck, Wealth Advisor, Associate Advising Representative, marks her 10^th year at CC&L Private Capital, one of Canada’s largest employee-owned investment managers. Reflecting on her journey, Angela recalls her pivotal decision to join the firm: “Coming off maternity leave with my first son, I was ready for a change. I wanted the best of the best—a firm with a great reputation and deep roots. CC&L Private Capital was the perfect fit.

Elevating wealth management through trust, expertise, and connection

Angela’s career began humbly in 2004, going door-to-door in South Surrey-White Rock, introducing herself to prospective clients. “At that time, I was young. I was new. There were many reasons why somebody wouldn't necessarily have seen me as having the experience needed to manage a portfolio of investment assets. But I've always enjoyed listening to clients and hearing their stories. I was curious. Looking back, that's probably one of the qualities that's helped me succeed.” 

For Angela, her work is so much more than talking about portfolio allocation and the economic outlook; it’s about fostering meaningful connections. “When I think about the highlights of my day, it’s talking to clients, having that conversation about what's happening in their lives. The ultimate scenario for me is not only when a client feels we’ve done a good job of stewarding their wealth over the years—it's when I realize that I've become a trusted individual in their lives.”

The value of a discretionary investment approach

This commitment to trust led Angela to CC&L Private Capital. “Many of my clients come to me during major life transitions—inheritances, business sales, or settlements. They’re looking for a firm they can trust to safeguard their wealth and ensure peace of mind. Our discretionary investment approach, combined with a broad toolkit of strategies—including alternatives like hedge strategies, private loans, real estate, and infrastructure—resonates deeply with clients. They value our ability to navigate changing market cycles and steward their wealth with confidence.”

Change is constant

Lifelong learning is another thing that Angela believes is key to success and a natural interest of hers. “Earning a client’s trust is just the beginning—you must continuously earn it in an ever-changing world. From shifts in taxation and interest rates to longer life expectancies, these changes impact clients’ lives in unique ways. Engaging clients in meaningful conversations about these topics is both a responsibility and a privilege.”

Her drive for growth and adaptability is a hallmark of her approach. “Change is constant, and I embrace it. I’m always sharpening the pencil, striving to improve.” Angela holds a B.A. in Psychology, an MBA, and designations as a Chartered Investment Manager (CIM) and Chartered Financial Divorce Specialist.

Challenges shape us

Outside the office, Angela’s adventurous spirit shines. “Adventure teaches resilience and perspective,” she shares. “The challenges you face—whether summiting a mountain or guiding clients through transitions—are what shape you.” A passionate traveler and hiker, she has conquered some of the world’s highest peaks, including Everest Base Camp, Mt. Kinabalu in Borneo, and Mt. Kilimanjaro, the latter just days before her wedding in Kenya’s Masai Mara. “We were all in rough shape after the climb,” she laughs, “but we pulled it together.” 

Disclaimer

This post is made for informational purposes only and the views expressed are those of the author at the time of publication and are subject to change at any time. This post has been prepared without regard to the particular individual financial circumstances and objectives of any individual who receives it and nothing in this post constitutes, or is a substitute for, legal, accounting, tax or individually tailored investment advice. As such, as you consider this material, you should consult with independent professionals in those areas regarding your individual circumstances. This information is not an offer to sell or a solicitation of an offer to buy any securities and is not to be used as a sales communication.