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...
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A simple, unique and innovation way to give to charity

 October 18, 2024 |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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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...
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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...
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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...
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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

 January 12, 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...
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Helping Our Clients Enjoy Meaningful Outcomes

 January 12, 2024 |Stephanie Woo, CIM, FMA

During periods of market volatility and uncertainty, investors should be reminded that this is a people business and having knowledgeable professionals on your side will help you and those you care about enjoy meaningful outcomes.

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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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Stephanie Woo, CIM, FMA

Senior Portfolio Manager & Wealth Advisor

Phone Number604-257-3234
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