Stephanie Woo, CIM, FMA

Intergenerational Wealth Conversations

March 05, 2025 |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...

Five ways to pay less tax in retirement

January 01, 2025 |RBC Wealth Management

These strategies can help you maintain the lifestyle you had while working.

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...

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...

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...

2024 Handy Financial Planning Facts

August 22, 2024 |Stephanie Woo, CIM, FMA

We're sharing our handy reference guide to important deadlines and useful contribution limits to help you in 2024: RSP deadlines and deduction limits TFSA contribution limits IPP - employment earnings requirements U.S. estate and gift tax exemption CPP...

Senior Portfolio Manager & Wealth Advisor

Phone Number604-257-3234

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Our Insights & Articles

Intergenerational Wealth Conversations

Five ways to pay less tax in retirement

The Wealthy Barber Returns - complimentary ebook

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

Helping You Build Financial Confidence

2024 Handy Financial Planning Facts

Stephanie Woo, CIM, FMA

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