Introducing the services of RBC Royal Trust

Introducing the services of Royal Trust

 October 21, 2024 |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...
Read more

The Wealthy Barber Returns - complimentary ebook

 September 04, 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...
Read more

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...
Read more

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...
Read more

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...
Read more

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...
Read more

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...
Read more

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...
Read more

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...
Read more

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...
Read more

Stephanie Woo, CIM, FMA

Senior Portfolio Manager & Wealth Advisor

Phone Number604-257-3234
|
Email me

Feedback and inquiries welcome!

*Required fields

Categories