Wen Xu

Insurance Advisor
Investment Representative

As a financial advisor with a background in the semiconductor industry, I understand the importance of setting goals and making thoughtful financial plans. As an immigrant to Canada, I know the challenges of navigating a new country and a new financial system.

One of the most valuable lessons I've learned is the importance of protecting yourself financially. A car accident taught me that a growth plan without security considerations is like riding a motorcycle without a helmet. After that experience, I became my own financial advisor and found a passion for helping others do the same.

I believe that everyone deserves access to a personal CFO, someone who can help them thrive in pursuit of their life's goals. I can help you assess your current financial situation and create a strategy for protection and growth. Whether you're moving to a new city, changing jobs, pursuing your passion, planning for retirement, or ensuring your loved ones are financially secure, I'm here to support you every step of the way.

If you're ready to take control of your finances and create a plan for your future, please don't hesitate to reach out. I would love to get to know you and work together towards achieving your goals. You can contact me at wen.xu@canadalife.com.

Contact me today to learn more

Recent posts

March 2024 market update

Apr 05, 2024 - Canada Life

For the month ended March 31, 2024. Read our monthly update to find out what’s been moving markets....

Read more

Supporting your parents financially

Mar 28, 2024 - Canada Life

It’s more common for people to support their parents financially due to a lack of retirement savings and parents outliving their savings. Combining government assistance with a financial strategy can maintain financial stability for both generations....

Read more

How to balance your career and caregiving duties 

Mar 21, 2024 - Canada Life

If you’re balancing your career and caregiving, it’s important to seek help from your employer as well as your support network at home to help you mentally, physically and financially....

Read more