The Wealthy Barber Returns - complimentary ebook

 November 03, 2023 |Stephanie Woo, CIM, FMA
In collaboration with David Chilton, one of Canada’s best known voices on the subject of personal finance, we are proud to offer you a complimentary special edition ebook. RBC Partner David Chilton uses wit and wisdom to help readers learn the keys to...
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Mortgage Insurance? Let's review the right choice to protect your family and your home

 November 03, 2023 |Stephanie Woo, CIM, FMA
When buying a new home or property, sometimes it gets overwhelming with all the decisions you need to make and so many documents you've signed that you may want to review things once the dust settles. Mortgage insurance, for example. Is that really the...
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The Important Connection of Women's Brain Health and Financial Health

 November 02, 2023 |Stephanie Woo, CIM, FMA
Do you know that an improved understanding of age-related cognitive issues may have a positive impact on financial security? Six key ways to protecting brain health are: Balanced nutrition Physical activity Stress management Mental stimulation Adequate...
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Helping You Build Financial Confidence

 November 01, 2023 |Stephanie Woo, CIM, FMA
Contact Stephanie Woo today to learn more about our team's portfolio and wealth management service offering. We look forward to providing you with the luxury of our team working for you and those you care about.
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McGill Personal Finance Essentials - Free online course

 November 01, 2023 |Stephanie Woo, CIM, FMA
Financial literacy is key to achieving important life goals. McGill Personal Finance Essentials is a free online course offered by McGill University Desautels Faculty of Management in collaboration with RBC Future Launch and The Globe and Mail. The course...
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How to Protect Your Family from Cyber Scams

 October 16, 2023 |Diane Amato
Fraudsters are not picky — they will target any individual of any age if they feel they can steal financial and/or personal information from them. From your elderly relatives to your younger children, these tips can help you protect all family members...
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A new simple, unique and innovation way to give to charity

 October 01, 2023 |Stephanie Woo, CIM, FMA
Many want to make a positive impact on their community. If you are considering making financial donations, you may be interested in learning more about a new simple, unique and innovative way of giving. By using Canada Life My Par Gift, you will be able...
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Joint Accounts -- Understanding Your Options with JGBRS

 September 14, 2023 |Stephanie Woo, CIM, FMA
As part of the estate planning process, individuals will often consider establishing a joint account with their spouse, adult children or other family members. Sometimes, this is done as a tool for expediency so that a joint account holder can help to...
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Helping Our Clients Enjoy Meaningful Outcomes

 September 12, 2023 |Stephanie Woo, CIM, FMA

During periods of market volatility and uncertainty, investors should be reminded that this is a people business and having knowledgeable professionals on your side will help you and those you care about enjoy meaningful outcomes.

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Happy intergenerational family sitting for family portrait

My Special in the Financial Post: Good things take time to plant, grow and flourish. So do good financial behaviours

 September 11, 2023 |Stephanie Woo, CIM, FMA
Financial literacy and helping families arming themselves with good financial habits for long term success has been a passion project of mine. My first job was $5.45/hr (yes, it was a long time ago). My parents were immigrants and I am very fortunate...
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Stephanie Woo, CIM, FMA

Portfolio Manager & Wealth Advisor

Phone Number604-257-3234
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Email me

Heather Esposito

Associate Advisor

Phone Number604-257-2567
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Email me

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