As the principal advisor and founding partner, Jesse’s practice focuses primarily on helping families and business owners build financial road maps that address not only their financial wants and desires but also identify critical financial events that can occur along the way. What makes Jesse’s approach unique is her integrated process that incorporates one’s personal strategies with assets and income from their operating/holding company. While many business owners recognize the importance of planning, they are often too busy growing their business. As a result, miss potential planning opportunities.
Jesse maintains her BC and Alberta Life as well as her Health Insurance license and divides her time between both the Calgary and Vancouver offices. She completed her Certified Financial PlannerTM coursework in 2018 and received her Qualified Associate Financial Planner designation.
Jesse was born in Vietnam and was sponsored to Canada as a refugee during the “boat people” crisis in 1981. Jesse holds a Bachelor of Social Work degree from the University of Calgary, as well as several post-graduate certificates from Mount Royal University in Advanced Studies in Mental Health, Forensic Studies. In 2008 she completed level I and level II Solution-focused therapy specialized training. She has always had a deep fascination with both solution-focused planning as well as behavioral finance, and that methodical and analytic nature is aligned with and informs her philosophy, planning strategies, and process in the financial industry.
Jesse Vu is a Registered Elder Planning Counselor (EPC) as well as a registered financial planner (QAFP) so you can be sure that she provides expert and professional financial planning services. To earn the QAFP designation, Jesse must complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Jesse also adheres to a professional Code of Ethics, is a member of Advocis, a professional association of financial advisors and planners Canada, and a member of the prestigious international organization, MDRT, Million Dollar Round Table where she fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.