Canada (EN)

Grace Wu, CFP

FINANCIAL PLANNER, INVESTMENT AND RETIREMENT PLANNING

Let's work together to achieve your financial goals

My Commitment to You

As a financial planner, I offer personalized help through big life changes with financial consequences, like an unexpected job loss, divorce or early retirement. These are moments when you need to make big decisions. Let me help you understand the financial implications of your choices.

Languages Spoken: English, Mandarin, Chinese

Contact Me

Phone Icon (672) 968-5463

Location IconVANCOUVER, BC

A Different Approach to Financial Planning

We invite you to spend some time with our interactive tool to identify your top 3 retirement priorities and see how they can be reflected in a personalized retirement plan.

Ways I Can Help You

Here are just a few ways I can help meet your investment, retirement and financial planning needs.

Invest for the Future IconInvest for the Future

Plan Your Retirement IconPlan Your Retirement

Define Your Legacy IconDefine Your Legacy

Implement Tax Strategies IconImplement Tax Strategies

Enjoy Your Retirement IconEnjoy Your Retirement

Business Owner Planning IconBusiness Owner Planning

My RBC Team

As my client, you will also enjoy the support of RBC professionals on my team. Together, we can help you reach your unique dreams and goals!

My Partners

Dokin Chow, PFP

Financial Planner, RBC Financial Planning

Kent Chen, CFP

Senior Portfolio Manager & Wealth Advisor, RBC Wealth Management

Ellen Tan

Mortgage Specialist, RBC Royal Bank

Christine Wei

Mortgage Specialist, RBC Royal Bank

Angie Sun

Real Estate Consultant, Royal Pacific Riverside Realty

Carmen Yau

Realtor, Sutton Centre Realty

Reports & Insights

Global Investment Outlook Thumbnail

Global Investment Outlook

For more on our current view and outlook, consult The Global Investment Outlook


Economic Outlook Thumbnail

Economic Outlook

Produced by RBC Global Asset Management's Chief Economist Eric Lascelles, the #MacroMemo covers what's on our economic radar for the week

Discover and Learn

2023-federal-budget.pdf

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2023-federal-budget.pdf

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Qu'est-ce qu'une récession et sommes-nous dans une telle période ?

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View Legal Disclaimers
Financial planning services and investment advice are provided by Royal Mutual Funds Inc. (RMFI).  RMFI, RBC Global Asset Management Inc., Royal Bank of Canada, Royal Trust Corporation of Canada and The Royal Trust Company are separate corporate entities which are affiliated. RMFI is licensed as a financial services firm in the province of Quebec.