About

With years of experience in the financial services industry, our team is ready to help you take the next step in your journey. Let’s assess your current situation as well as your future goals. Together, we’ll create a strong roadmap that will allow you to feel confident in your future. Regardless of your unique situation, we can help. Contact our office to get started.

Jeffrey Wu is a Certified Financial Planner® with a decade of experience helping high-income professionals and successful business owners simplify financial complexity and build lasting wealth. Based in Montreal, he serves clients across Quebec, Ontario, and British Columbia, supported by a team of three associate advisors with complementary specialties. Together, they provide holistic financial advice in English, French, and Mandarin.

Jeffrey advises a broad range of high-income professionals—including corporate executives, incorporated consultants, tech employees, lawyers, physicians, and dentists—on personalized strategies for retirement, estate, insurance, and tax planning. He also supports entrepreneurs and business owners with integrated personal and corporate solutions, including succession planning, key person protection, shareholder agreement funding, pension optimization, and tax-efficient wealth transfer.

Known for his Client-first philosophy and long-term, relationship-driven approach, Jeffrey combines technical experience with personalized service. His team emphasizes proactive advice and leverages digital tools to enhance transparency and Client engagement.

Originally from Beijing, Jeffrey completed high school in the UK and earned his degree from McGill University. He remains closely involved with the McGill community, serving on its Faculty Advancement Board and Alumni Association Board. He was also a member of the Sun Life Advisory Council from 2019 to 2023.

Financial security advisor, group insurance and group annuity plans advisor and Financial planner, Solutions financières Unisson inc., Financial services firm, distributor authorized by Sun Life Assurance Company of Canada and firm partner with Sun Life Financial Distributors (Canada) Inc.†

*Mutual funds representative, Sun Life Financial Investments Services (Canada) Inc.†, Firm in group-savings-plan brokerage

†Subsidiaries of Sun Life Assurance Company of Canada

With over 10 years of experience in the canadian Chinese community, Shan Shan focuses on personal insurance strategies for families, business owners and high-income earners, to help building long lasting financial protection and effective succession plans with confidence and clarity.

Financial security advisor, Solutions financières Unisson inc., Financial services firm, distributor authorized by Sun Life Assurance Company of Canada and firm partner with Sun Life Financial Distributors (Canada) Inc.†

†Subsidiaries of Sun Life Assurance Company of Canada

Originally from France, Adrien is a dedicated financial security advisor helping young professionals take control of their financial future. He offers tailored guidance through smart investment strategies and personal insurance solutions. He combines analytical experience with a human approach to help achieve your life goals with confidence.

Financial security advisor, Solutions financières Unisson inc., Financial services firm, distributor authorized by Sun Life Assurance Company of Canada and firm partner with Sun Life Financial Distributors (Canada) Inc.†

*Mutual funds representative, Sun Life Financial Investments Services (Canada) Inc.†, Firm in group-savings-plan brokerage

†Subsidiaries of Sun Life Assurance Company of Canada

Arrived from France in 2010 with an Engineering degree in Food Processing, Julien is a proud active member of the Montreal LGBTQ2+ community and an avid traveller. He started his carreer in financial advice supporting newcomers, young graduates and self-employed workers, to help them relieve financial stress. Now he's mostly collaborating with companies to help them find the best group benefits solutions for their employees

Financial security advisor and group insurance and group annuity plans advisor, Solutions financières Unisson inc., Financial services firm, distributor authorized by Sun Life Assurance Company of Canada and firm partner with Sun Life Financial Distributors (Canada) Inc.†

*Mutual funds representative, Sun Life Financial Investments Services (Canada) Inc.†, Firm in group-savings-plan brokerage

†Subsidiaries of Sun Life Assurance Company of Canada