Winnie is a Certified Financial Planner at Financial Literacy Counsel (FLC), specializing in integrated financial planning with a focus on wealth, tax, and estate management solutions. With over a decade of experience in the financial services industry, Winnie works extensively with young families, healthcare professionals and physicians. Her expertise includes retirement planning, tax-efficient investing, risk management, and helping clients navigate career and life transitions.

Winnie is a strong advocate for women’s financial literacy and believes that successful financial plans are long-term journeys that must continuously adapt to clients’ changing needs. Known for her client-first approach, she builds her practice on care, communication, and continuity, helping her clients make informed financial decisions with confidence.

Winnie is committed to enhancing the client experience through the integration of technologies and tools. By utilizing a variety of financial planning tools and softwares, she delivers personalized financial plans and strategies that allow clients to visualize different scenarios based on their chosen paths. Her clear visuals and illustrations simplify complex concepts, making it easier for clients to navigate their financial futures.

In addition to her client work, Winnie is an active member of Advocis and the Million Dollar Round Table (MDRT). As the Marketing Chair at the Advocis Banff School, she plays an active role in promoting the school’s values and benefits for financial advisors. In 2024, she further demonstrated her commitment to the profession by serving as an Assistant Director and Taskforce committee member for MDRT.

When she’s not working with clients, Winnie enjoys spending time with her cat and playing tennis or badminton with friends. While Vancouver will always be home, she loves traveling to explore new places and learn about different cultures and cuisines.

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Mutual funds and ETF’s are offered through Investia Financial Services Inc.