Lily Wu 吴家婴

Founder of Fortunewise Family Office
Founder of Fortunewise Financial Services
Certified Financial Planner (CFP)
Trust and Estate Practitioner (TEP)
Qualified Family Office Professional (QFOP)
Top of the Table (TOT)

Ms. Jia Ying Wu has nearly 20 years of experience in tax planning and wealth management. She is a registered tax advisor with the Canada Revenue Agency (CRA) and a top agent for major Canadian insurance and fund companies. Her professional skills and expertise have provided many high-net-worth families with comprehensive wealth structures and customized wealth management solutions, including for individuals, corporations, and trusts. Her work has gained unanimous recognition from both the industry and society. She hopes to continue contributing to the industry with her altruistic mindset and lifelong service philosophy!