Winnie Wu
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.
Contact meAbout 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.
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
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 Sébastien 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.
Latest videos and podcasts
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July 16, 2024 - Podcast
The best ways to budget for a vacation -
July 2, 2024 - Podcast
The Fabulous Destiny of Clément Gignac -
July 23, 2024 - Podcast
How to use artificial intelligence to simplify your vacation -
July 19, 2024
U.S.: Looking ahead at the U.S. presidential election
