My Special in the Financial Post: "If a cartoon can inspire financial independence, so can you"

Taking an interest in money and wealth management early is paramount in achieving financial freedom. Delve deeper as I explore the importance of expanding your knowledge of money and cash-flowing assets.


We Specialize in Values-Based Wealth Planning

You are 100% unique ... from the way you live your life, how you run your business, to the dynamics of your family and your dreams for your future. That is why our multi-disciplined wealth management team has developed and refined a process that revolves around you.  We will take the time to ensure we have a clear understanding of what is important to you, who is important to you and where you are ultimately trying to go before we start establishing your wealth plan as we are here to build a trusted long lasting partnership with you.

Intergenerational Wealth Transfer

Our collaborative team approach is dedicated to help 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 you with the luxury of our team working for you and those you care about for generations to come. 


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

In today’s world of constant busyness and the desire of instant gratification, I discuss how financial success doesn't happen by accident.  Good financial habits can help guide you on what it takes for long-term investing goals or any venture worth pursuing. 

Our Team



Our team of experts are here to help you.

Client Stories



See what our clients have to say about our impact and success.

Contact Us



Get in touch today to secure a successful financial future.

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