financial education

made practical.

Education  |   Investments  |   Insurance

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Financial Education

Understand your money. Build the life you want.

From managing debt and building savings to investing and planning for retirement, I make financial concepts practical, approachable, and relevant to you.

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Put your money to work with purpose.

Whether you're investing for retirement, a home, education, or long-term growth, I'll help you understand your options and build a strategy aligned with your goals.

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Investment Strategies

Protect what matters—today and in the future.

Insurance can do more than protect your loved ones. Explore strategies designed to provide financial protection, flexibility, and long-term security throughout life’s different stages.

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Insurance & Protection

  • 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.

Beyond Finance

My professional experience extends beyond finance to include corporate events, conferences, retreats, travel coordination and experience planning. I bring people, places and details together to create experiences that are thoughtful, intentional and joyful.

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Hi, I’m Trish.

I believe good planning should create more possibilities—not more restrictions.

As a financial educator, I help make money, investing, and insurance easier to understand and more practical in everyday life. My approach is centred around the bigger picture: where you are today, where you want to go, and how your financial decisions can support the life you want along the way.

My professional background has also taken me into corporate events, travel coordination, and experience planning. I love the process of taking an idea, figuring out the details, and turning it into something people can actually enjoy—which, in many ways, is not so different from financial planning.

Outside of work, you’ll usually find me at a Muay Thai class, on a tennis court, paddle boarding, exploring a new cafe, or out on a trail walk with my dogs. I also have a long-standing love for real estate, design, and finding my next adventure.

For me, finances, lifestyle, and future plans are all part of the same conversation. And I’m always happy to have it.

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  • “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