“Your Success Comes First”
Growing up in a family that believes in good values and education, the WU sisters both became respected professionals. Jacklyn Wu, having an established career in finance and her sister, a lawyer.
With over 10 years of financial planning experience, Jacklyn shares her expert knowledge on investment management, retirement planning, estate planning, and tax planning with her clients. A driven and trustworthy individual, it is innate in her to want to help other people. Jacklyn is fluent in Cantonese and English. Her own radio investment talk show in Cantonese.
Having graduated from Simon Fraser University with a Bachelor Degree in Economics, Jaclyn continued her education. She obtained the Certified Financial Planner (CFP) designation and the Chartered Life Underwriter (CLU) designation. To effectively diversify clients’ portfolios, Jaclyn is also licensed and specialized in advising on private equity and debt investments.