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Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond managing money—we focus on optimizing your financial journey by fusing technology, modern strategies, and core values like integrity, transparency, and balance. We provide honest, personalized advice and a proactive, high-touch experience.

Qu Group
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Meet the team

Jane Qu, CFP®, QAFP™, CSC®
Wealth Planner
Sameer Amin 
Supervising Portfolio Manager
Bonnie Gunn
Portfolio Manager

Team values

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Client-Centred Approach

At The Qu Group, we believe every client deserves a personalised financial planning experience. We take the time to listen to your goals, understand your financial situation, and develop tailored strategies that fit your unique needs. Whether you’re saving for a child’s education, building wealth, or preparing for retirement, we ensure your plans are customised and achievable. Our client-centred approach fosters trust and confidence, helping you navigate your financial journey with clarity and assurance that your goals are always our priority.

Education and Empowerment

Education is the foundation of our approach at The Qu Group. We simplify complex financial concepts, ensuring you understand the “why” behind every recommendation. This focus on financial literacy empowers you to make confident and informed decisions about your future. By fostering engagement and understanding, we create a collaborative environment where you are an active participant in your financial journey. Our commitment to education ensures you feel equipped and supported to achieve your goals and adapt to life’s changes.

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Integrity and Ethical Practice

Integrity is the cornerstone of The Qu Group’s philosophy. As professionals guided by strict ethical standards and industry best practices, we are committed to providing honest, transparent, and unbiased financial advice. Every recommendation is designed to serve your best interests and align with your goals. This unwavering dedication to ethical practices builds trust and accountability, creating a foundation for long-term relationships. You can rely on us to act with integrity and professionalism at every step of your financial journey.

2014 – 2016

Jane Qu worked as an Associate Consultant at Investors Group, where she provided technical, sales, and marketing support to financial advisors. This role enhanced her technical expertise in financial services.

2016 – 2022

She served as a Financial Advisor at Investia Financial Services, advising clients on wealth accumulation, tax planning, and financial goal-setting. Her personalized approach to financial planning helped clients build and maintain long-term financial health.

2022 – Present

Jane is a Wealth Planner at Optimize Wealth Management, acting as the primary point of contact for client relationship needs. She ensures that all financial advice is delivered by licensed Optimize Representatives and develops comprehensive financial plans tailored to each client's unique goals and needs.

Supporting our community

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The Qu Group is proud to highlight Jane’s active involvement with Advocis Newfoundland & Labrador, where she served as Secretary from June 2018 to December 2021 and Treasurer from June 2019 to December 2022. Through her volunteer roles, Jane contributed to the advancement of professional standards for financial advisors and played a key role in supporting financial literacy initiatives. Her dedication underscores The Qu Group’s commitment to professionalism and community engagement in the financial services industry.

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Promoting financial literacy is a core value for The Qu Group, reflected in Jane’s commitment to empowering individuals with the knowledge they need to make confident financial decisions. By simplifying complex financial concepts, she provides clear and accessible education to clients while also advocating for financial literacy programs that benefit underserved communities. This work highlights The Qu Group’s mission to foster financial empowerment and create positive change within the community.