Zoe Wu

Zoe Wu

Financial Planner

CFA

CFP®

PFP®

Building your financial future – together

Phone

Office

(416) 983-2035

Office Location

382 Roncesvalles Avenue Toronto, ON M6R2M9. map

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I have been working in the financial services industry since 2014, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals.

I hold a Master degree in Finance from Queen's University.

I also hold the Chartered Financial Analyst (CFA®) charter offered by CFA Institute and the Certified Financial Planner (CFP®) designation offered by FP Canada.

 As a Financial Planner, I work closely with my clients to help them develop a financial plan that balances life today with their goals for the future. I take the time to understand, not just their current financial circumstances, but also the objectives and motivations integral to it. Whether you are planning for retirement or starting a new business, I am here to help guide you every step of the way. In addition to investment advice, I can also connect my clients with the right TD specialists to help them address a range of financial goals.

In my role, I focus on four key areas:

1.    Build net worth – Identifying investment solutions that align to my clients' evolving needs.

2.    Implement tax-efficient strategies – Working with my clients to help create and structure their accounts to help reduce tax exposure while keeping income available for when it's needed.

3.    Protect what matters – Leveraging the expertise of TD specialists, I help integrate strategies to protect what matters to my clients.

4.    Leave a legacy – Helping my clients to build a plan to effectively transfer their wealth.

I am passionate and committed to helping my clients feel more confident in their financial future.

I look forward to working with you.

Certificates

CFA

CFP®

PFP®

Languages

English

Chinese

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