Mary Woo

Investment & Wealth Advisor

514-840-7319 | Email me
514-840-7663
1-866-849-3669

While in college, Mary started her career as an entrepreneur where she learned how to manage a business, how to navigate challenges and how to give her clients first class service. This also taught her how to manage her financial affairs. She was a successful entrepreneur for well over a decade.

Mary then moved from Vancouver to Montreal where she joined RBC Dominion Securities as an Investment Advisor. She was invited to join the corporate management team which gave her further insight into the financial industry and needs of clients. Mary had the honour of being part of RBC Dominion Securities’ management team – as Assistant Branch Manager at Place Ville Marie and Branch Manager in Montreal. She has the distinction of being one of the first women in management for RBC Dominion Securities. After 3 years, she decided to return to being an Investment Advisor.

From a young age, Mary felt the need to be financially independent and her passion is helping others to create their financial freedom. She feels a kinship with business owners, retirees and families. Today, she helps them protect their wealth with holistic financial planning and grow their assets by following a disciplined tax smart investment approach.

Mary is an alumni of the Langara Community College, CIM and fellow of the Canadian Securities Institute. Mary, her husband Louis and daughter, Catherine share their home with two loving rescue dogs. She is currently a member of the Outreach Committee for Habilitas (MAB MacKay).

 

Jayne Ann Pichler

Associate Wealth Advisor

514-840-8467 | Email me

Jayne is a licensed investment representative and has more than 20 years of experience in the wealth management industry. She holds a Bachelor of Commerce degree from Concordia University. 

With her attention to detail and proactive approach, she excels in client service and is responsible for coordinating all client requests, portfolio adjustments and administration needs. She ensures that the experience with the team is managed with care and delivers full service. 

Jayne, her husband, Erik and their two daughters, Anne-Caroline and Emilie enjoy skiing and traveling. Every summer they discover new destinations in Europe.