Jeffrey Wu
financial plannerMale0.0Global Dominance: 0.00%
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 news mentions
Jeffrey Wu is Director at MindWorks Capital.
Jeffrey Wu | Electricity will decide the AI race | BusinessThe Gleaner – major Jamaican newspaper, est. 1834·
Jamaica· 2025-10-26
Jamaica· 2025-10-26Jeffrey Wu is the director of MindWorks Capital and joined the conversation on investment trends.
VC เอเชียจากForbes Under30 เปลี่ยนเกมลงทุน หมดยุค โตก่อนกำไรทีหลัง เลือก "คุณภาพผู้ก่อตั้งมาก่อน"Thai Rath·
Thailand· 2025-09-13
Thailand· 2025-09-13
Jeffrey Wu is a certified financial planner and president of Unison Financial Solutions Inc.
Don’t have a workplace pension? Here are four retirement income optionsThe Globe and Mail·
Canada· 2025-02-25
Canada· 2025-02-25
