At Unison Financial Solutions, we built our team around our differences and our experience, we closely work with our clients and always with modernity, honesty, and kindness.
Meet our team
Arrived from France in 2010 with an Engineering degree in Food Processing, Julien is a proud active member of the Montreal LGBTQ2+ community and an avid traveller. He started his carreer in financial advice supporting newcomers, young graduates and self-employed workers, to help them relieve financial stress. Now he's mostly collaborating with companies to help them find the best group benefits solutions for their employees.
Julien Valat
Speaks French & English
Financial Security Advisor
Meet Our Team
Originally from Beijing, Jeffrey subsequently studied in London before completing his bachelor's degree in Industrial Relations and Psychology at McGill University, in Montreal. Now an experienced financial security advisor, he sits on the Sun Life Advisory Council in Canada.
On a financial level, Jeffrey is passionate about complex cases and everything related to tax optimization. On a regular basis, he supports immigrant families in their succession strategy as well as business owners who want to protect their business as much as their employees.
Jeffrey/Hao Wu
Speaks English & Mandarin
Financial Planner
Originally from Beijing, Jeffrey subsequently studied in London before completing his bachelor's degree in Industrial Relations and Psychology at McGill University, in Montreal. Now an experienced financial security advisor, he sits on the Sun Life Advisory Council in Canada.
On a financial level, Jeffrey is passionate about complex cases and everything related to tax optimization. On a regular basis, he supports immigrant families in their succession strategy as well as business owners who want to protect their business as much as their employees.
Jeffrey/Hao Wu
Speaks English & Mandarin
Financial Planner