Financial Solutions

Education

Investment

Insurance

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Financial Education 101

Like it or not, money plays a vital role in every stage of life. Financial literacy goes beyond managing money—it’s about building confidence to make informed choices and creating the life you envision. Whether you’re creating tackling debt, planning for retirement, or refining your investment strategy, I’m here to make personal finance easy to understand and tailored to your unique needs

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Investment Strategies
& Wealth Management

Investment strategies and management are about more than just numbers—they’re about building a secure and fulfilling future. By carefully guiding your resources into the right assets, we’ll create a roadmap to achieve what truly matters to you, whether it’s a comfortable retirement, a dream home, or your child’s education. Investment management protects your hard-earned money, helps it grow, and provides peace of mind during life’s uncertainties.

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Insurance for
Life & Death

Unsure about what life insurance really is? Unlike car or home insurance, which only cover specific risks, insurance is a dynamic financial tool that protects your loved ones and provides flexible living benefits. With tax-advantaged investment growth and hassle-free death benefits, it offers security at every stage of life. Pre-approved policy loans let you access funds without derailing your long-term goals. 

Explore Your Options 

  • Close the gap between knowing and doing.

  • What price will you pay for not taking action?

  • How prepared are your loved ones for when your time comes?

  • You get to decide.

Hi, I’m Trish.

Born and raised in Vancouver, I run on lattes, fresh air, and a well-organized spreadsheet. I’m a Financial Manager with 5+ years of experience, focused on making financial literacy approachable and practical in everyday life.

Alongside that, I work as a freelance Event Manager, where I thrive in fast-paced environments that require attention to detail and strong communication.

When I’m not working, you’ll find me at my usual Muay Thai gym, on a tennis court, or out on the water paddle boarding. I also have a soft spot for dogs and a long-standing love for real estate and design.

Whether you want to talk finances, lifestyle, or future plans—I’m always happy to connect.

Chat Today
Chat Today

  • “Trish Wu and her financial consulting services have had more than a profound impact on me. She gave me exactly what I needed. Options. A variety of different financial vehicles to help drive me towards my goals for the future.”

    — J.Lau, Creative Communications Officer

  • “Trish is a patient, honest, and straightforward financial coach. She is highly knowledgeable and helps her clients find practical ways to handle and manage their finances while also educating her clients to feel confident in managing their own assets. She strategizes well thought savings and investment plans in line with her clients individual short and long term goals. Most importantly, Trish always puts her clients first and ensures they feel comfortable with their financial plans and does not pressure her clients to go out of their comfort zone. She places an emphasis on working with her clients and openly seeking feedback so she can develop a better understanding and provide the best assistance to her clients. I would highly recommend Trish as a financial coach/advisor.”

    — G.Han, Senior Legal Assistant

  • “Trish operates with her clients with great honesty and integrity. She always has an outstanding work ethic and dedicates a large amount of time to the team making her very reliable in helping everyone that needs assistance. Trish brings a can-do positive attitude which contributes to a productive and enjoyable work time helping everyone around her strive to be better in the office. Her presence is very important to our office!”

    — M.Ong, Financial Educator

  • “Proactive and forthcoming. Trish is a self-starter who focuses on solving problems and improving relationships. She is a great addition to the office and gets along with everyone here. It’s refreshing to see someone young take such ownership of their role.”

    — D. W, Director of Finance

  • “Patricia is a caring person with a bright personality. She wants the best for her customers and never fails to put a smile on my face. I can always count on her to get things done quickly and correctly.”

    — B.Archer, Accounts Manager

  • “Smart and honest! She won’t recommend something she doesn’t believe in. Trish helped me through a lot and cares enough to tell you the truth.”

    — J.Chan, Engineer

  • “She’s a natural leader and hard worker. Trish is very straightforward and works well with any team she’s been assigned to. I can see that she’s been a friend and inspiration to her fellow coworkers and has helped the management team a lot in filling in the gaps. Feel free to come back!”

    — I.Adam, Sales Manager

Locations

Brentwood
Mount Pleasant

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“I know of no time in human history
where ignorance was better than knowledge.”

— Neil DeGrasse Tyson