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Winnie brings a fresh perspective to her wealth planning role at Focus. As a Senior Wealth Planner, she works closely with the firm’s Client Relations team to provide comprehensive financial planning and specialized advice to clients. She prides herself on her ability to be resourceful and thorough when identifying the most appropriate wealth solutions alongside the team at Focus and with other industry experts. Prior to joining Focus, Winnie worked at IG Wealth Management and she holds a CFP designation.