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

Is value investing right for you?

Jun 08, 2023 - Canada Life

With rising interest rates and inflation should you be considering different investment options? Value investing could help provide you with both risk mitigation and the potential for long-term gains...

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May 2023 market update

Jun 07, 2023 - Canada Life Investment Management Ltd.

For the month ending May 31, 2023...

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Take your donation dollars further

Jun 01, 2023 - Canada Life

Is charitable giving a part of your financial planning? Find out how you can take your donation dollars further...

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