Jeffrey Wu
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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Recent Mentions
Jamaica:
Jeffrey Wu is Director at MindWorks Capital.
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Thailand:
Jeffrey Wu is the director of MindWorks Capital and joined the conversation on investment trends.
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Canada:
Jeffrey Wu is a certified financial planner and president of Unison Financial Solutions Inc.
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