As an investment counsellor with Manulife Private Wealth, Wen works with high-net-worth clients, offering investment management and integrated wealth planning services. With nearly 20 years of experience in the financial industry, Wen brings deep expertise in institutional investing, risk management, and private wealth advisory.

This marks Wen’s second tenure with Manulife, having previously served as manager, global asset liability management in the investment division. Between her roles at Manulife, Wen was head of investments at Argus Group Holdings Limited, overseeing investment activities across Bermuda, Gibraltar, and Malta, and helping expand their private wealth business. She also held a senior position at TD Bank Financial Group, directing the investment strategy for multi-billion-dollar portfolios and introducing new asset classes.

Wen’s approach is grounded in disciplined asset allocation, long-term capital preservation, and thoughtful risk management, helping clients navigate market complexity with clarity and confidence.

Wen holds the Chartered Financial Analyst (CFA®) designation and a Master of Finance degree from the University of Toronto Rotman School of Management. She is fluent in Mandarin. Outside of work, Wen enjoys strength training, yoga, and travelling with her husband and two sons.