Jenny Zhu, CFP, FMA, CIWM, CIM, FCSI
Investment Advisor
To better assist my client’s, their families, and partners, I provide my services in English, Mandarin, and Cantonese. I earned the designation of CFP (Certified Financial Planner) and FMA (Financial Management Advisor) in 2009, and I earned the designation of CIM (Chartered Investment Manager) , CIWM (Certified International Wealth Manager) in 2018 and FCSI (Fellow of Canadian Securities Institute) in 2021. I completed my Master’s Degree in Public Administration at Columbia University, NYC, NY in 2003 and joined the industry in 2004 as a financial advisor at a leading financial company in the US. I have practiced my business at various global financial institutions including insurance company, brokerage company and banks. I enjoy travel, food and exploring new things every day.