With over 10 years of experience in the canadian Chinese community, Shan Shan focuses on personal insurance strategies for families, business owners and high-income earners, to help building long lasting financial protection and effective succession plans with confidence and clarity.
Shan Shan Li
Speaks English & Mandarin
Financial Security Advisor
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
Adrien Dumas
Financial Security Advisor, Ph.D
Speaks French & English
Originally from France, Adrien is a dedicated financial security advisor helping young professionals take control of their financial future. He offers tailored guidance through smart investment strategies and personal insurance solutions. He combines analytical experience with a human approach to help achieve your life goals with confidence.
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
Jeffrey Wu is a Certified Financial Planner® with a decade of experience helping high-income professionals and successful business owners simplify financial complexity and build lasting wealth. Based in Montreal, he serves clients across Quebec, Ontario, and British Columbia, supported by a team of three associate advisors with complementary specialties. Together, they provide holistic financial advice in English, French, and Mandarin.
Jeffrey advises a broad range of high-income professionals—including corporate executives, incorporated consultants, tech employees, lawyers, physicians, and dentists—on personalized strategies for retirement, estate, insurance, and tax planning. He also supports entrepreneurs and business owners with integrated personal and corporate solutions, including succession planning, key person protection, shareholder agreement funding, pension optimization, and tax-efficient wealth transfer.
Known for his Client-first philosophy and long-term, relationship-driven approach, Jeffrey combines technical experience with personalized service. His team emphasizes proactive advice and leverages digital tools to enhance transparency and Client engagement.
Originally from Beijing, Jeffrey completed high school in the UK and earned his degree from McGill University. He remains closely involved with the McGill community, serving on its Faculty Advancement Board and Alumni Association Board. He was also a member of the Sun Life Advisory Council from 2019 to 2023.
Jeffrey/Hao Wu
Speaks English & Mandarin
Financial Planner, CLU®