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Tricia Wu, MBA, CFA, CFP, FRM

Tricia Wu, MBA, CFA, CFP, FRM

Teaching Assistant

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  • Timeline

  • About me

    Private Clients & Foundations, Leith Wheeler Investment Counsel

  • Education

    • Simon Fraser University

      -
      Bachelor of Business Administration Finance & Accounting

    • Sauder School of Business

      -
      Master of Business Administration (MBA)

  • Experience

    • Simon Fraser University

      Sept 2007 - Dec 2009
      Teaching Assistant

    • BC Hydro

      Jan 2008 - Aug 2008
      Accounting/Finance Co-op Student

    • Taiga Building Products

      Jun 2010 - Sept 2012
      Financial and Risk Analyst

    • Finning International

      Oct 2012 - Oct 2016
      Senior Analyst, Treasury and Pensions

    • Leith Wheeler Investment Counsel Ltd.

      Oct 2016 - now

      • Principal, Portfolio Manager

        Sept 2024 - now

      • Principal, Associate Portfolio Manager

        Apr 2022 - Sept 2024

      • Investment Funds Advisor

        Dec 2019 - Apr 2022

      • Associate, Private Clients & Foundations

        May 2019 - Apr 2022

      • Associate, Pensions & Institutions

        Oct 2016 - May 2019

  • Licenses & Certifications

    • CFA

      CFA Institute

    • FRM

      Global Association of Risk Professionals

    • Certified Financial Planner (CFP)

      FP Canada

  • Honors & Awards

    • Awarded to Tricia Wu, MBA, CFA, CFP, FRM
      Dean's Honor Roll Faculty of Business Administration Recipient of SFU Business Faculty Dean's Honor Roll for 3 consecutive years - top 3% of Faculty of Business Administration academically.
    • Awarded to Tricia Wu, MBA, CFA, CFP, FRM
      Membership of Golden Key International Honor Society Golden Key International honor Society Top 15% of the University academically
    • Awarded to Tricia Wu, MBA, CFA, CFP, FRM
      Scholarship Recipient - - Financial Executives Institute Scholarship - CFA Level I Scholarship (CFA Institution, June 2008)- SFU Open Scholarship - SFU Alumni Scholarship and Bursary Endowment Fund

  • Volunteer Experience

    • Member Board of Directors

      Issued by Little Mountain Neighbourhood House on Jun 2025
      Little Mountain Neighbourhood HouseAssociated with Tricia Wu, MBA, CFA, CFP, FRM

    • Member Board of Directors

      Issued by NutritionLink Services Society on Jun 2025
      NutritionLink Services SocietyAssociated with Tricia Wu, MBA, CFA, CFP, FRM

    • Director

      Issued by CFA Society Vancouver on Jun 2016
      CFA Society VancouverAssociated with Tricia Wu, MBA, CFA, CFP, FRM

    • Chair-Candidates Development Committee

      Issued by CFA Society Vancouver on Sept 2014
      CFA Society VancouverAssociated with Tricia Wu, MBA, CFA, CFP, FRM

    • Daffodil Ball Gala Committee Member

      Issued by Canadian Cancer Society on Sept 2019
      Canadian Cancer SocietyAssociated with Tricia Wu, MBA, CFA, CFP, FRM