QueerTech and Hao Wu Financial Solutions Inc. under the SunLife banner are excited to bring you a series of webinars to help you make informed financial decisions and build wealth to achieve your various goals in life.
In this fifth webinar we are going to talk about :
Group insurances & investments: An essential for employees and employers.
- How does all that works?
- How does it profits both employees and employers?
- Leaving your current employer, what do you do with your previous group plans & investments?
- Group Insurances & the LGBT+ community
- Get ready for one of your biggest financial decisions: budgeting, planning, saving, RRSP/HBP/FHSA, protections, will, etc
The presentation is 40mins and we have 15 mins of Q&A time. Bring your questions and ask the speakers directly.
French version of the webinar will take place on January 31, 2023 at noon: click here to register.
Jeffrey Wu is the President & Financial Planner (Pl. Fin) at Hao Wu Financial Solutions Inc. under the Sun Life banner. Jeffrey works with business owners and professionals to help them protect their assets, accumulate wealth, support their families, and leave a lasting legacy. Jeffrey is particularly passionate about complex retirement and estate cases and everything related to tax optimization.
Originally from Beijing, China, Jeffrey subsequently studied in London, UK before completing his bachelor’s degree at McGill University in Montreal, QC. His international background and empathetic personality help him immensely when working with diverse clienteles, especially with immigrants and LGBTQIA2+ community members.
Jeffrey is the Vice President of the McGill University Young Alumni board and is also a member of the Sun Life National Advisory Council.
Arrived from France in 2010 with an Engineering degree in Food Processing, Julien is a proud active member of the Montreal LGBT community and an avid traveller. Among others, he supports newcomers, young graduates and self-employed workers to help them relieve financial stress.
His mission? Collaborating with you to understand your situation and your projects, help you plan your savings, protect those savings against unforeseeable events and financially prepare your future in order to reach your goals and keep your options open.
Since 2020, Julien has the title of "Responsible Investments Specialist" (RIS).