Navigating Family Wealth

 January 19, 2025 |Stephanie Woo, CIM, FMA
For over 25 years at RBC Dominion Securities, I have seen markets become more volatile, clients' situations become more complex — many families have built fortunes upwards of eight to nine figures with various tax structures, cross-border issues, blended...
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Joint Accounts -- Understanding Your Options with JGBRS

 January 06, 2025 |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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Introducing the services of RBC Royal Trust

Introducing the services of Royal Trust

 January 06, 2025 |Stephanie Woo, CIM, FMA
Whether you are planning for your own estate, the needs of your family or business, or you are an executor for a loved one’s estate, we can help guide you, simplify the complex and support your life’s vision. Learn about one of our partners when organizing...
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The Wealthy Barber Returns - complimentary ebook

 December 17, 2024 |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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A simple, unique and innovation way to give to charity

 October 18, 2024 |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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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

 October 14, 2024 |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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Helping You Build Financial Confidence

 September 03, 2024 |Stephanie Woo, CIM, FMA
Our collaborative team approach is dedicated to help you build financial confidence for you and those that matter most. Contact Stephanie Woo today to learn more about our team's portfolio and wealth management service offering. We look forward to providing...
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Intergenerational Wealth Conversations

 September 02, 2024 |Stephanie Woo, CIM, FMA
Make time, it's a conversation worth having. When it comes to transitioning your wealth onto the next generation there are many considerations to be made. Our team will be able to put all factors that are personal to you in order to allow for the most...
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In Conversation with Jim Allworth

In Conversation with Jim Allworth

 August 22, 2024 |Stephanie Woo, CIM, FMA
As part of our team's ongoing portfolio management and wealth advisory 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...
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Let's Get Organized ... Download Your Complimentary Family Inventory Today

 April 18, 2024 |Stephanie Woo, CIM, FMA
Have you noticed that when you start getting busy with life, your career, your family, or your business; things start getting complicated. Are you like many individuals and families who have not started thinking about or documenting your estate plan?...
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Stephanie Woo, CIM, FMA

Senior Portfolio Manager & Wealth Advisor

Phone Number604-257-3234
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