My husband and I have been clients of Mary Woo for over 20 years. Over this time, she has been a dedicated and very knowledgeable financial advisor. Mary has always listened to our questions and needs and very effectively managed our portfolio to ensure our plans could be addressed. We have truly appreciated the manner in which she has taken care of our financial investment needs.
Last year, my husband passed away unexpectedly. Mary was one of the first people that I reached out to. She immediately provided me with guidance and support to navigate the steps that needed to be taken with closing out my husband's estate. Through this process and the year that followed, there were so many decisions to make. Mary was there for me and my family to help us along the way. She demonstrated that she was not only a trusted financial advisor but also a friend.
I would not hesitate to recommend Mary to anyone who is seeking a financial advisor. She is knowledgeable, customer focused and a caring, genuine person.
With regards,
Louise Lennon
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We have been clients of Mary Woo and RBC Dominion Securities for the last 16 years. Mary is a constant professional and has served our financial needs extremely well over these years. She came to us highly recommended. Mary has gotten to know our family and takes a sincere interest in our personal and financial well-being.
We have referred family members as well as friends to Mary and each one is very satisfied with her knowledge, dedication and genuine interest to ensure a customized portfolio to reflect our individual needs.
Thomas Harrison
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In regard to customer service, Mary Woo delivers. I appreciate having a professional relationship with someone that listens, someone that stays in contact and someone that really cares. I am treated with "Cadillac" service. I like that.
Mary keeps me focused on my long-term financial goals. She knows what I am trying to achieve and her regular monitoring of my portfolio to ensure I stay within the guidelines we established together. It is comforting having someone watch over my financial well-being.
I recommend Mary Woo without hesitation to anyone looking for a professional, caring and intelligent Investment Advisor.
Kevin M. Doherty
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Par la présente, nous aimerions attester de notre entière et pleine satisfaction face au professionnalisme dont fait preuve madame Mary Woo, noter conseillère en placements, à l'égard de notre portefeuille. Elle est à l'écoute de nos besoins et ceux-ci sont bien représentés par les produits proposés qui rencontrent nos exigences et attentes. Sa disponibilité et amabilité font de Madame Woo une personne d'un commerce agréable avec qui les échanges sont plaisants et fructueux.
Shaina Ismail et Alnoor Manji
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My wife Carole and I have been working with Mary Woo for about 8 years now, since she first introduced herself to me a few years before that. Over this time we have transitioned from Mr. and Mrs.Ouimet to more simply Ray and Carole. In many ways, this signifies what we both have come to like and respect about Mary. Close relationships take time, trust and a strong measure of consistency for them to work for us, but even more importantly, I think, even more so for Mary. That's because it takes time for her investing principles and long term beliefs to slowly sink in with the client, especially me.
Case in point. When we first began dealing with Mary, we had two approximately equal pools of money between us. I made a conscious decision at the outset that I would listen, and rarely challenge any recommendations Mary would make regarding Carole's funds, while I on the other hand, offered more aggressive input with respect to my holdings. Mary, on the other hand, really never saw us as having two different sets of objectives, and from day one has always looked at our combined portfolios as the only important long term objective of our investment strategy. Still, needless to say, Carole's initial holdings did a bit better than mine from the outset. It took me quite a while to realize that Mary was right about ignoring the current market noise and not thinking so much about market timing. You invest in quality for the longer term. Mary has taught me to think more in terms of portfolio balance, think dividends, think value and about minimizing risk in recently more turbulent times. We've done great and I sleep at night. Now I don't think so much about the day to day movements of the markets.
Raymond Ouimet
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Mary has worked as my financial adviser and planner for over 11 years. She was recommended to me by one of her long time clients. It is with great pleasure that I write to you in recommendation of Mary Woo, an RBC Wealth Management investment adviser.
Initially, we met in person to discuss my financial needs and goals and from there Mary developed a comprehensive long range financial and investment plan. Because I live out of province, we have regular telephone conversations to make adjustments as needed. Mary also sends regular email communications to all her clients about Canadian and world financial trends.
Over the years, I have found Mary to be personable, approachable and very knowledgeable when planning and executing my wealth management plan. Mary has my complete confidence and I do not hesitate to recommend her to those seeking long term wealth management planning.
Jan Steen
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I am more than happy to recommend Mary Woo and RBC Wealth Management. Mary has been my financial advisor for the past 12 years; during that time she has successfully guided me towards reaching my long term financial goals. Even though I live in Ontario, Mary is in regular contact by phone, email or Webex, helping me to understand market fluctuations and answering any questions I may have in regards to investments and my portfolio. Mary is both personable and professional and is a credit to her profession. I would also like to mention Mary’s team member, Jayne Pichler. Jayne helps to keep me on track and is an asset to both Mary and RBC Wealth Management. These two ladies make a dynamic duo and I am grateful they are overseeing my finances.
Lynne LeRoy
