Solutions Financières Hao Wu Inc.

Originally from Beijing, China, Jeffrey (Hao) Wu studied in London, UK before completing his bachelor's degree at McGill University in Montreal. QC. In 2017, as a new but quickly successful financial security advisor, he created his own company, Hao Wu Financial Solutions Inc.

Today, Hao Wu Financial Solutions inc. is a full service financial advising firm under the banner of Sun Life Financial. We embrace the Sun Life mission of helping clients to achieve lifetime financial security and live heathier lives by providing insurance, wealth, group benefits & pension solutions.

Because of the growing amount of work and motivation, Julien Valat joined Jeffrey in early 2020 as an associate advisor. We are now among the most fast-growing, high-performing (and coolest!) teams under Sun Life’s banner and are known for our outstanding service and our ability to build lasting client relationships. The team was awarded regional holistic advisor of the year and Top 10 in revenue leader under 5 years in Canada in 2020.

Coming from minority groups ourselves, we are proud advocates for diversity in and out of the workplace. We always do our best to have a good impact in the immigrant and LGBTQ communities of the Greater Montreal area by constantly helping our peers with our knowledge and advice.

We aim to build an industry-leading financial services practice with an inclusive and collaborative culture; now it’s the best timing for you to jump on this rocket ship 🚀


Solutions Financières Hao Wu Inc. Job Offers