Intergenerational Wealth Conversations

May 01, 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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The Wealthy Barber Returns - complimentary ebook

April 22, 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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Helping You Build Financial Confidence

April 16, 2024 |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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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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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...
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Don't let your emotions control you

September 05, 2023 |Stephanie Woo, CIM, FMA
In the past I have posted about an investor's emotional rollercoaster using words like the "excitement and thrill" when you see your investments increase in value and then the "anxiety, fear and panic" sets in when there may be a temporary setback in...
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5 Steps to Building Your Kids’ Financial Confidence

May 26, 2023 |Stephanie Woo, CIM, FMA
All children deserve to feel confident, take the initiative and help build your kids’ financial literacy from a young age. Here are five steps that promote financial confidence: Talk openly about finances Be a good financial role model Teach budgeting...
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Enhance and Preserve Your Corporate Wealth

February 07, 2023 |Stephanie Woo, CIM, FMA
Building a business is not easy. Learn about one of the strategies where we can help enhance and preserve the wealth you have built in your corporation. CLICK TO VIEW VIDEO Let's explore your options. Contact Stephanie Woo at 604.257.3234 to discuss how...
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Fraud Awareness -- It's Paramount to Protect Yourself

September 20, 2022 |Stephanie Woo, CIM, FMA
Year over year, incidents of fraud and identity theft continue to rise so knowing how to protect yourself is paramount. New scams involving emails, texts, phone calls and fake websites are all made to seem legitimate. A recent RBC & Ipsos survey found...
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Stephanie Woo, CIM, FMA

Senior Portfolio Manager & Wealth Advisor

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