Involved in the financial field since 2015, Xiuzhu Guan has worked for several major Canadian financial institutions, including as a client service and portfolio representative, senior management assistant and director of financial services. With a Bachelor’s degree in Business Administration from the Université du Québec à Montréal (2014), she joined the fdp team in 2019 as a wealth management assistant. As part of her duties, she offers top-notch service each day with the aim of meeting client expectations. With her strong organization skills and her analytical mind, she is able to provide financial advice tailored to the specific needs of professionals looking for investment solutions.
