Jeffrey (Hao) Wu

Montreal

Unison Financial Solutions Inc.

Verified Member of FPAC

Mortgage Licensed

Insurance Licensed

Member Bio

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Specializations

Corporate Financial Planning

Corporate Insurance Planning

Estate Planning

Executive Compensation

Financial Planning

Group Insurance Planning

Group Investment Planning

Insurance Planning

Investment Management

Designation(s)

CLU

Pl. Fin

Compensation Models

Insurance Commission

Fee based (AUM)

Professional Associations

Advocis

CALU

STEP

Education

University

Assets Under Management

50,000,000-100,000,000

Practice Size

2 to 5

Investment License

Mutual Fund

Provinces Licensed (Investment)

British Columbia

Ontario

Quebec

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