"Woon Ai has been our portfolio manager for more than seven years. She has earned our trust by demonstrating a highly effective approach to managing our investments. The regular updates she provides are clear and well-reasoned, giving us confidence that our portfolio is in good hands. She also has an excellent team supporting her, which makes the entire experience professional, effective, and very pleasant. We would recommend Woon Ai without hesitation.”
B. Richardson and M. McLaughlin

 

"Woon Ai has been managing our portfolio for over 12 years now. She came highly recommended as a skilled and insightful investment analyst when we first met. Woon Ai and her team are exceptional at identifying investments with high growth potential by understanding short term and long term trends in the economy. She does not invest in speculative investments and this has helped us to avoid some major sector crashes during this time, such as bitcoin, marijuana, and energy. During this time, which includes the 2008 financial crisis and the COVID-19 pandemic, we have seen her steady investment strategy pay off for us with market beating performance, year over year. I cannot imagine my portfolio being in better hands. This reassures us that we are doing the absolute best for our financial future as well as for the financial future of our family. As well, we have recommended this team to a number of close friends, who all agree that having their portfolio managed by Woon Ai and her team was probably one of the best decisions of their life.”
Dr. C. Hong, MD, Dr. S. Song, MD

 

"Woon Ai has been managing my account since just prior to the global economic meltdown. My portfolio took a dip in 2008, just like everyone else's. The difference being the dip in percentage terms was about half as much as the market and the rebound back into the black was within 12 months. COVID 19 pandemic has been a similar experience. My portfolio took a significant hit, in keeping with the market. Woon Ai once again took the positive approach and capitalized on the 'opportunity'. As a result, my portfolio has bounced back to pre-COVID levels, while we are still in the midst of the pandemic! Woon Ai continues to outperform the market by a wide margin thanks to her thorough and extensive research of investment opportunities. As a result, I continue to enjoy a positive trend in my portfolio returns.”
Vic Tyson

 

"We have only been with Woon Ai for 5 years, but in that short period of time, she has proved to be a powerhouse in the investment management arena.

Woon Ai Tsang and her team came highly recommended by close friends who were clients of hers. We were discouraged with our portfolio progress at the time and they thought we could benefit from her expertise and management skills. We have not looked back and since have been impressed with her integrity and honesty, her communication and execution skills, her read on the market trends, and her detailed analysis of prospective investments. Woon Ai goes above and beyond in her research and analysis and is able to pick out great value and growth companies that can withstand market fluctuations.

She keeps us well informed and makes herself available to discuss any concerns or questions we may have.

We had just retired in January 2020 and were enjoying Spring break in Mexico when the Covid-19 pandemic hit. Markets were crashing and we could not return home. Woon Ai put aside time for us on a conference call and listened to our concerns. She explained her analysis of the current market situation and her plan for securing the future. Although our investments took a big hit in the beginning, as did all stocks, it was a relief to see them bounce back in such a short period of time. Woon Ai was able to take the bull by the horns and adjust investments accordingly to take advantage to the craziness that was happening in the markets.

This could have turned out much differently for us if we did not have the intelligent analysis, diligent and responsive actions of Woon Ai and her team on our side.

We are very grateful and fortunate for having Woon Ai look after our future. ”
Daniela and Dale Fehr

 

" I have been a client of Woon Ai since 2006. I ultimately selected her after interviewing several of the investment/wealth management firms in Vancouver. At the time, she did not possess a particularly long track record of investment performance nor could she brag of a particularly large amount of assets under management (which some firms seem to believe is a proxy for performance). What Woon Ai did possess was a rare combination of attributes. She has a level of integrity and honesty that is beyond reproach. This is further backed by the strength and compliance/audit processes that can only be had with a firm the size of RBC Dominion Securities. In my opinion, Woon Ai also possesses a superb understanding of investing principles and complete independence within RBC DS which frees her from any potential ‘institutional anchor’. Most importantly, she has the type of judgement that is built on the integration of insight and skill, unencumbered by an outsize ego, to return uncommonly good profits. We have had vigorous discussions regarding her decision making process and she has always been open to challenge, quick to acknowledge when the outcome has not been optimal and has never been complacent or inattentive. I have scrutinized her quantitative results for over 10 years and benchmarked them relative to a number of other investment firms and a variety of indexed funds (e.g. the S&P500). Ultimately, the best intentions are worthless if they do not produce the expected financial results – there is no shortage of self-professed superstars in the investing community. I do not think it an accident that her real-life performance has been substantially and reliably better than even the ‘model’ portfolios that I have seen. Importantly, while 95% of investment professionals cannot even match the long-term returns of the S&P500 net of fees with dividends reinvested, she has consistently exceeded that benchmark. For many clients, that difference in her compounded returns might amount to millions of additional dollars in financial gain over a lifetime of investing compared to the alternatives.

 

 

In 2006 I felt that Woon Ai possessed what I thought were the fundamentals to be a great investment advisor. I simply asked her to manage my money as she would with her own family’s. Over 10 years later, I am able to unreservedly recommend that one consider Woon Ai if they are looking for the rare investment professional that has not only delivered above average results but possesses the fundamentals that are likely to continue to do so in the future.”
Dr. Kenneth S. Poon, MD

 

"As a former senior corporate banker, CFO and CEO, I have high standards for what I expect from an investment adviser or portfolio manager. Fortunately I have found that Woon Ai Tsang meets my criteria. She is highly trained, knowledgeable, flexible and honest. We started by placing a portion of our assets with her. After two years of strong performance, we decided to move the remainder of our investments to her management. Her personal skills plus the incredible resources of RBC give us confidence in a time of challenging market conditions.”
Paul Wagler

 

Woon Ai Tsang has been my Portfolio Manager for several years. Although my portfolio is likely small in relation to her other clients’, she regularly initiates meetings with me to review the status of my portfolio. She takes the time to understand my financial circumstances and needs, and explains to me her investment approach and rationale for the investments that we purchase for my portfolio. My conversations with her leave me feeling secure and comfortable with the investment choices. I have been extremely pleased with her financial advice and with the excellent returns in my portfolio. I appreciate Woon Ai’s professionalism, integrity, and sound financial philosophy. I have been impressed with her commitment to strong fiscal and social responsibility and I value the honest and open communications we have had. I trust her with my financial future and have recommended her to family and friends.
Mary Chong, CA

 

Woon Ai is the principal financial manager, not only for Kathy and myself (both retired) but also for our sons and their families. We are impressed with her professionalism and understanding on our needs currently and goals for our future. Her technical and analytical skills in building our portfolio have produced positive results we did not think possible. Our reviews are concise and easy to understand. Questions and input are welcome. The year end tax reporting package makes our accountant smile, not an easy thing to do. We are confident and comfortable with Woon Ai managing our finances going forward. Thank you Woon Ai for working with us.
Larry & Kathy MacPherson

 

"Woon Ai Tsang has been the principal financial advisor for my family and I since 2005. In that time, she has provided trusted advice and management of our financial assets together with concise and timely reports on her results. Woon Ai has been particularly effective at understanding the specific circumstances of my family and I and tailoring an investment strategy that is best suited to meet our objectives. I would recommend Woon Ai without hesitation to other Canadians seeking discretionary investment management advice."
David S. Bryson, CFA, Senior Vice President and CFO, HudBay Minerals Inc.

 

"I can't recommend Woon Ai highly enough. Her research and analysis is impeccably detailed, and she is highly attuned to those slight variances that later emerge as strong advantages or fatal flaws. I've been with her now for several years and have complete confidence in her judgment, integrity, and performance."
Sandra Garossino