Tricia Wu, MBA, CFA, CFP, FRM

Bio

Tricia joined Leith Wheeler in 2016 and manages discretionary investment portfolios for Private Clients and Not-For-Profit organizations. Prior to joining Leith Wheeler, she spent six years working in treasury, pensions, corporate finance, and risk management. Tricia is passionate about supporting the next generation of leaders through mentorship programs with both SFU and UBC. She actively volunteers in the community, currently serving as a Director on not-for-profit boards NutritionLink Services Society and Little Mountain Neighbourhood House Society. She is also a member and past director of the CFA Society Vancouver, a past member of Canadian Cancer Society’s Organizing Committee for the Daffodil Ball, and an active member of Royal Columbian Hospital Foundation’s Asian Giving Taskforce.

Tricia holds a Master of Business Administration degree from the University of British Columbia and a Bachelor of Business Administration from Simon Fraser University. Tricia is a Chartered Financial Analyst (CFA®) charterholder, CERTIFIED FINANCIAL PLANNER professional (CFP®), and holds the Financial Risk Manager (FRM) designation. She is fluent in English, Mandarin, and Shanghainese.