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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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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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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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 & Jim Allworth in page

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...
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Intergenerational Wealth Conversations

 August 01, 2023 |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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Immigration Nation: New Canadians are vital to an aging society

 June 29, 2022 |Nathan Janzen, Claire Fan and Carrie Freestone

A wave of new Canadians is coming—and just in time.

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David Agnew in page

Health care planning is part of investment planning in pandemic era, RBC wealth head says

 May 30, 2022 |Clare O'hara, Wealth Management Reporter, The Globe & Mail

Financial advisers are now incorporating health care planning into the conversations they are having with clients as part of their long-term financial goals.

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Making a Will: Six things to help you leave a lasting legacy

 May 12, 2022 |RBC Wealth Management

Preparing a Will may be the most important legacy you leave. Here are some tips to get you started.

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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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