Stephanie Woo, CIM, FMA

Optimizing the Tax Efficiency of Your Charitable Donations

October 31, 2023 |Stephanie Woo

Many Canadians are charitably minded, however this can be a very personal matter. Some want to give, but think their gift is too small. Some want to give and want to stay anonymous. Others want to give but want to take some time to decide before funding...

Women and Wealth Transfer

September 09, 2023 |Stephanie Woo, CIM, FMA

Women are playing an increasingly critical role in the managing and the transfer of family wealth. Are you and your children prepared? Did you know ... Only 41% of mothers are confident their children would be able to grow their wealth if they inherited...

In Conversation with Jim Allworth

September 08, 2023 |Stephanie Woo, CIM, FMA

As part of our team's ongoing portfolio and wealth management services offering, we wanted to share with you one of our recent chats with Jim Allworth. Jim has been in the investment industry for over five decades and co-chairs our firm's global investment...

Senior Portfolio Manager & Wealth Advisor

Phone Number604-257-3234

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Insights & Articles

Optimizing the Tax Efficiency of Your Charitable Donations

Women and Wealth Transfer

In Conversation with Jim Allworth

Stephanie Woo, CIM, FMA

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