The Jane Qu Group

About Jane

Being a Wealth Planner has always been Jane’s dream career because she strongly believes everyone needs appropriate financial guidance that is customized and tailored to their financial situations. Having worked in the financial service business since 2014 has enabled her to have a better understanding of the business and she can benefit clients according to their needs.

Jane recommends solutions based on every client’s situation, whether they’re starting out, planning for children’s education, accumulating wealth for retirement, nearly retired, or fully retired. She assesses the situation, plans with the resources available to maximize the benefits for her clients.

“My goal is to help my clients achieve their goals for financial success, by implementing the most suitable plan for your needs now and in retirement.” Said Jane.

The world is changing quickly and the investment space is increasingly more complex and uncertain. At Optimize, we believe navigating this reality requires more advice and not cookie cutter, plug-and-play tools. Built on time-tested principles of financial planning and wealth management, sound risk management, and long-term patient investing, the Optimize approach focuses on listening to clients, their goals, and their ambitions and understanding how those fit into their personal financial circumstances.

For that reason, Optimize Wealth takes a holistic approach to helping clients build and manage their wealth over the long-term. Towards that end and to provide clients with a personalized approach, Optimize assigns a multi-disciplinary team to meet their needs.