Sophia Wu
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With over 17 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals.
I hold a Bachelor of Arts Degree from University of British Columbia
My commitment to continuous education, as well as completion of required qualifications, has earned me the Certified Financial Planner designation conferred by the Financial Planning Standards Council.
I look forward to exploring investment strategies and solutions with you as we work together toward your unique financial goals.
Certificates
CFP®
Languages
English
Mandarin
Taiwanese
Frequently asked questions
What does a financial planner do?
What to expect at my first meeting?
What are the steps in financial planning?
Your Unique Goals
Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.
Interesting articles to explore

Planning for every life stage
As we've all come to realize over the past year, life is full of uncertainty. That's why it's so important to plan for every life stage now, even the unexpected.
To help with that, I've included an article that you may find useful. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to chat.

Stepping into retirement: Preparing for the big transition
The transition from a successful career to this stage in life isn’t always easy.

Monthly Perspectives: Monthly Perspectives: March 2025 | A Bigger Boat
Relentless suspense. The fear of the unknown. The shark attacks themselves. As the tension increased, so did the stakes. They're on the fishing vessel, and suddenly, this massive great white surfaces, leading Chief Brody to inform the shark hunter with the now famous line: “You’re gonna need a bigger boat.” That’s the idea that inspired this month’s Perspectives. The best way to safely and profitably navigate the ocean while protecting against predators is a well-managed, diversified portfolio.

Start your medical or dental career off in the right direction
- Assess your financial situation and establish a budget
- Develop a debt management strategy
- Provide ongoing advice

The goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.
Lynn – The Gift of Planning
When experiencing a difficult situation and looking for financial security, finding the right advisor can be a critical step toward making it easier. TD Wealth helped Lynn’s dad make sure everything was in place for when he was gone.
Lynn believes in the value of planning, as her father worked with TD Wealth to prepare his finances and plan for the future of his daughter, making a very difficult life experience easier.
Contact me today to find out how I can help you feel reassured in your financial future.
Janique – A Coach by Your Side
When it comes to facing setbacks, it can be difficult to navigate it alone. Financial advice can help you feel confident in building your future.
For Janique, whether in sports or finance, she found it important to have a coach she could trust and obtain guidance from. Janique's story is an example of how financial advice from TD Wealth allowed her to turn a setback into a success story.
Connect with me to learn more about finding trust and getting back on track by building a personalized financial plan.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Estate planning basics
Article
Estate planning basics
An estate plan can help ensure your wishes are fulfilled if you become incapacitated and when you pass away. Here’s what you should know about building one.
Buying a home on your own: Ideas for a challenging market
Article
Buying a home on your own: Ideas for a challenging market
Despite ongoing affordability issues, almost half of first-time homebuyers say they want to apply for a mortgage on their own. If you're one of them, here are a few ideas to help you get started.
Mark Carney leads Liberals to victory: Now what?
Article
Mark Carney leads Liberals to victory: Now what?
Mark Carney and his Liberal Party have won a fourth term in Canada’s federal election. The new Carney-led government will take the helm amid ongoing political and economic uncertainty. MoneyTalks’ Kim Parlee speaks with Frank McKenna, Deputy Chair, Wholesale Banking at TD Bank Group and Beata Caranci, Chief Economist with TD, about the election results, relations with the U.S., and the road ahead for Canada’s economy.