Millie Pu

Investment Advisor

Millie Pu

CFP®, CIM®, CLU, CHS, TEP

Investment Advisor

Ontario, Canada

Millie Pu

CFP®, CIM®, CLU, CHS, TEP

Investment Advisor

Graduated from the University of Western Ontario with an Honours degree in Actuarial Science. She has been engaged in wealth management for private high-net-worth clients since 2016 which including investment planning, insurance planning, tax planning, retirement & estate planning, etc. She has obtained multiple professional certificates. She is also one of the two partners of the Star Choice Financial Group.


In her spare time, she is a host for wowtv, and was also the 2013 runner-up for Miss Chinese Toronto on Phoenix TV. She is actively involved in community activities and was awarded the Queen’s Platinum Medal in 2023 and the British King Charles Medal in 2024.

Experience

Start work in personal wealth management in 2016, top producer every year until now

Licenses & certifications

LLQP, CFP, CIM, CLU, CSC, WME, AIS, PMT, TEP

Skills & Services

Financial Planning, Investment/Insurance Planning, Tax/Estate Planning

Education

Western University Honors degree

Languages

English

Mandarin

" I view myself as a diligent individual with strong knowledge background who others can rely on. "

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