Sheila Wu, Financial Advisor

10/30/2023

You don’t need a crystal ball to plan for the future! Take the mystery out of your finances and contact me to build the future you want! 😱🎃

08/22/2023

Fixated on inflation? Freeze your interest rate with our guaranteed interest funds (GIF). ☝️
Choose a term that suits your needs: 1 month, 1 to 5 years, 10 years. We can discuss your needs together!⬇️

Combine returns and security with this investment option that allows you to save risk free and diversify your portfolio.

01/26/2023

Do you know the magic of compound interest? ✨ See it instantly before your eyes with our calculator.

01/10/2023

In times of market volatility, the wisest course is to wait until the storm passes. Make sure that your investor profile actually meets your needs. 👍
Contact me to talk about it!

12/03/2022

Someone who retires at 55 years old could be retired for as long as the duration of his working life.

Hence the importance of being well prepared. I am here to listen and I will help you plan your retirement.
https://ia.ca/savings-plans-retirement

Find out about all the retirement savings plans available and see which one is right for you. RRSP, TFSA, LIRA, VRSP and unregistered plans.

11/22/2022

$5,000 is always nice to receive! 💰 To enter the contest, just contribute to an RRSP or TFSA by March 1.
📣 Double your chances by contributing before January 31.

Contact me if you have any questions.

09/03/2022

Did you know that when you contribute to an RESP, the government contributes with you (20% or more)?
With iA, RESPs are simple and profitable. Reap the benefits!

08/04/2022

Are you planning an active Spring Break? 🤸

Do your activities with peace of mind thanks to our accident insurance coverage. 👇 Contact me to find out more!

07/28/2022

Save hundreds with iA mortgage insurance and get coverage that fits your needs.

Find out about our two mortgage insurance coverage and how to cover your mortgage and other financial commitments at death.

07/21/2022

如果您的子女正在慢慢长大……
iA PAR 分红式终身人寿保险能够为他们的未来生活提供稳固的财务基础：
• 保险金持续增长、为他们的长远计划提供流动资金
• 永久寿险，保额10年或20年付清

为您提供财务指导，帮您守护您的宝贵财富！



Contact me at:

Contact an advisor to create your financial plan. Submit this form to speak with an advisor and get a free guide to download.

07/19/2022

In addition to being secure and flexible, our guaranteed interest funds have some of the highest rates in the market! As at July 15:
- 1-year: 2.70%
- 2-year: 3.45%
- 3-year: 3.55%
Rates may change without notice.

Contact me to find out more!

View our guaranteed investment interest rates for personal savings products.

07/14/2022

Save hundreds with iA mortgage insurance and get coverage that fits your needs.

To know more:

Find out about our two mortgage insurance coverage and how to cover your mortgage and other financial commitments at death.