Our People

Godfrey Yu

Wealth Planner and Relationship Manager

Godfrey is a multi-disciplinary wealth strategist with nearly 30 years of experience in tax-efficient planning, estate strategy, and investment management. He helps high-net-worth families build holistic financial roadmaps that support today’s goals and preserve wealth across generations.

CPA CFP TEP CIM CIWM
Connect with Godfrey ›

Holistic Planning

Godfrey helps clients connect investment strategy, tax planning, estate planning, and family priorities into one coordinated roadmap.

Tax & Estate Expertise

His CPA, CFP, TEP, CIM, and CIWM credentials support a deeply informed approach to complex wealth decisions.

Generational Focus

Godfrey works with families to build strategies designed to preserve, transition, and strengthen wealth over time.

A multi-disciplinary approach

Godfrey began his career in financial services in 1997, dedicating nearly three decades to the intricate needs of high-net-worth clients.

Before joining JCIC in 2019, he served as a Senior Financial Consultant at MD Management, where he specialized in the unique financial complexities facing physicians and their families.

At JCIC, Godfrey’s approach is built on deep relational knowledge. By aligning long-term performance with each client’s specific priorities, he helps families move beyond an investment strategy alone — toward a comprehensive financial plan they understand, trust, and can act on with confidence.

Lake scenery

Holistic planning, prudent risk management, and lasting confidence.

Approach & Philosophy

Godfrey believes effective wealth planning starts with the full picture. His approach brings together investment management, tax efficiency, estate planning, and family priorities to build practical, personal plans that evolve with each client’s needs.

Education &
Credentials

  • Degree in Accounting
    York University

  • Chartered Professional Accountant — CPA, CGA

  • Certified Financial Planner — CFP

  • Trust and Estate Practitioner — TEP

  • Chartered Investment Manager — CIM

  • Certified International Wealth Manager — CIWM

How Godfrey Helps

  • Tax-efficient wealth planning
  • Estate and intergenerational wealth transfer
  • Investment management guidance
  • Planning for physicians, professionals, business owners, and high-net-worth families
  • Coordinated financial roadmaps built around each client’s goals

Personal
Interests

  • Passionate about tennis

  • Enjoys hiking and staying active outside the office

Let's start a conversation.

We'd welcome the opportunity to learn more about your goals and explore how we can help you achieve them.

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