Since joining Financial Literacy Counsel in 2013, Winnie has perfected her strategy with clients to integrate different investment and insurance options so that their goals are achieved sooner. Winnie has a passion for numbers and is most satisfied by helping to make a difference in people’s lives. She has a Bachelor of Science degree with a joint major in Finance from SFU. She is also a Certified Financial Planner (CFP). One of her key pieces of advice to clients is to invest in capital preservation with long term growth. With Winnie’s dedication and expertise, clients will start building towards this foundation by creating a strong core in their portfolio. Whether clients need advice on buying a new home, wanting to be more tax-efficient, planning for retirement, or passing on a legacy, Winnie is your expert to support you on your personal journey. She prides herself on ensuring that her clients are financially sound so that they can spend more time focusing on other priorities in their lives.
Aside from work, she loves being in the outdoors including hiking, biking and paddle boarding. While Vancouver will always be home, she enjoys traveling to different places and learning about people, culture and food.
Mutual funds and ETF’s are offered through Investia Financial Services Inc.