Winnie Wu

CFP

Mutual fund representative 1

Insurance representative 2

Financial Planner

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RRIF and LIF

Several income options are available to you at retirement age.

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About me

Winnie is a Certified Financial Planner at Financial Literacy Counsel (FLC) Inc., where she specializes in integrated financial planning focusing on wealth, tax, and estate management solutions. Her clients include young families, health care professionals, and resident doctors transitioning into practice. Winnie has over a decade of experience in the financial services industry. She is a strong advocate for women’s financial literacy and recognizes that enduring financial plans are long-term journeys and must continuously adapt to clients’ changing needs. She prides herself on building a practice built on care, communication, and continuity. Financial Literacy Counsel Inc. is a boutique financial planning and education company founded in 1999. We serve professionals, institutions, corporations, and family offices. FLC is leading the way in helping our clients create more possibilities, and build stronger families and communities.

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About my team

Vami joined our team in early 2023 as an administrative assistant. She holds a bachelor's degree in Math, which she successfully completed prior to pursuing a master's degree in Computer Science. With her strong academic background, Vami is a driven individual dedicated to continuous learning. Recently, she enrolled in the IFIC course to deepen her understanding of the investment world. Vami plays a vital part in maintaining client accounts, ensuring smooth operations and exceptional service. Her commitment to personal growth and her multidisciplinary skills make her an invaluable asset to our team.

Vami Pan

Admin assistant

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A complete service offer to answer your needs

Savings and retirement

Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.

Why work with an advisor?

An advisor helps you make the best choices based on your reality and your needs. An advisor also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of an advisor, you will:

  • Earn more money and learn where and when to invest
  • Receive a personalized financial plan that will help you achieve your objectives
  • Avoid flavours of the month and investment mistakes related to influences from the media and the people around you
  • Be able to weigh the pros and cons in terms of investments based on your investor profile and risk tolerance
  • Save time and enough money to carry out your projects
The value of an advisor

Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.

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Client Portal

Direct access to your investments and our advice

Stay up-to-date on the progress of your investments, access to detailed information about your accounts and see if you are on track reach your goals.

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Economic News with S├ębastien Mc Mahon

Sébastien Mc Mahon has been Senior Vice-President, Investments and Chief Economist at iA Financial Group. In addition to being the Group’s spokesperson on economic matters, he is also the chair of the asset allocation committee and responsible for managing the company's diversified funds. He serves as the company’s spokesperson on economic matters.

1 With Investia Financial Services Inc. 2 Financial Literacy Counsel Inc.