Mary Woo
Investment & Wealth Advisor
You have dreams. We have the expertise to help you make them a reality.
A bond and trust take time; time to listen, and to understand someone’s vision, life’s transitions, and aspirations.My clients choose me because of my down to earth approach, my listening skills, as well as the team of financial experts supporting me.They know I care and will go the extra mile to make planning and staying the course to attain their financial goals as smoothly as possible.I am honoured to have the trust of my clients, their families, and their friends. It really is a privilege to be part of their journey.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
Our approach
We embrace a holistic approach whereby we consider all aspects of your financial situation. Our focus is on strategies and solutions to attain your financial goals, and to help ensure a coordinated effort, we will collaborate with external professionals you may have.
Our full team of partners includes research analysts, portfolio strategist and specialists in retirement planning, tax planning, estate planning and insurance.
You benefit not only from my knowledge, but from the collective expertise of all the other professionals. The result will be a disciplined, comprehensive approach and custom – tailored plan to meet your financial goals.
Our process
Step 1: UNDERSTAND YOUR GOALS
Together, we define your needs, goals, risk profile and time horizon.
Step 2: YOUR PLAN
We determine the appropriate investment mix and develop solutions to attain your objectives. Beyond determining your investment goals, we develop strategies to help meet your other financial goals. This comprehensive approach can include a review of insurance, developing tax saving strategies, financial planning and estate planning needs.
Step 3: BUILD YOUR INVESTMENT PORTFOLIO
We identify the specific investments that fit with your strategy.
Step 4: STAY ON COURSE
We regularly monitor the progress to determine that we are meeting your objectives. We will make adjustments as needed and guide you to stay disciplined.
Client testimonials
"I would not hesitate to recommend Mary to anyone who is seeking a financial advisor. She is knowledgeable, customer focused and a caring, genuine person."
Louise Lennon
"Mary is a constant professional and has served our financial needs extremely well over these years. She came to us highly recommended."
Thomas Harrison
"Mary keeps me focused on my long-term financial goals. She knows what I am trying to achieve and her regular monitoring of my portfolio to ensure I stay within the guidelines we established together."
Kevin M. Doherty
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.