Nancy Woods
Senior Portfolio Manager
Someone once asked me what I like about my job. My answer is to help people reach their financial goals and dreams.
I have been following the stock market since I was 9 years old. I started then because this was when my mother became a “stock broker”, as they were called in those days. Since then, I have seen many momentous events.I am not the “stock broker” of old; I give not only securities advice, but help to guide you with anything financially related. Sometimes, even more than that.
Nothing gives me more pleasure than to see a person achieve their life’s dreams, be it retirement, a car purchase, or learning a life skill. It’s wonderful to be able to say to a person, “go ahead and retire if you want, you can afford to.”
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.
How can you get Nancy Woods’ sought-after expertise put to work for you?
Just pick up the phone. Nancy Woods is accepting new clients. So, if you like the straightforward advice she has to offer as a columnist for the GlobeandMail.com, you'll love the personalized financial guidance and wealth management she'll give you as a client.
Nancy Woods has been giving sound, conservative investment advice for over 20 years. As a regular columnist for The GlobeandMail.com, people from all over the world write her to get a piece of that knowledge and experience. Her out-of-the-box way of thinking has led to many years of successful investment management and satisfied clients.
How we do it
Our four-step portfolio process is designed to keep your investments working toward your goals at every stage. We start with a discovery meeting, where we take the time to understand your needs, goals, time horizon and risk tolerance. Then we develop an Investment Policy Statement—the guiding principles for how your portfolio will be managed. With that foundation, we build your personalized portfolio with the right balance of stocks, bonds and cash, in collaboration with the firm’s investment strategists and research analysts. Finally, through ongoing monitoring and reviewing, we keep a close eye on your portfolio, making adjustments as needed so it continues to align with your objectives in changing market conditions.
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
Serving specialized needs
While we are able to advise on any Canadian’s wealth, our accomplished team has expertise and experience serving the particular requirements of several key groups.
Business owners
With a complete understanding of the unique circumstances facing business owners, we offer fully integrated personal and business wealth planning that always keeps taxes top of mind.
Retirees and pensioners
Whether you’re preparing for retirement or already retired, it’s never too early – or too late – to plan. Because retirement is a journey that can last decades, we guide you in taking every financial opportunity to make the most of it.
Working professionals
If you’re still actively building wealth, we can help you prioritize goals, build your assets while managing debt, and plan for the future, so that you can focus on what truly matters most to you.
Highly affluent individuals
A high net worth requires a best-in-class approach to help manage it. That’s why we rely on our own expertise – and that of our world-class RBC partners – to help you achieve your goals for the future.
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.