Jeffrey Wu

Jeffrey Wu

financial planner Canada

Jeffrey Wu is a certified financial planner and president of Unison Financial Solutions Inc. at Sun Life Financial Investment Services (Canada) Inc. in Montreal. He is recognized for his expertise in retirement income planning and his advocacy for guaranteed-income segregated funds, which appeal to conservative clients seeking stability.

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Canada Canada: Jeffrey Wu is a certified financial planner and president of Unison Financial Solutions Inc. 7

The Globe and Mail: Don’t have a workplace pension? Here are four retirement income options