Your Prosperity is Our Priority
Your financial journey is as unique as you are—from the way you live your life, to how you run your business, to the dynamics of your family and your vision for the future. That’s why we don’t believe in one-size-fits-all wealth management. Our multi-disciplined team has developed and refined a process that revolves entirely 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 personalized wealth plan. We are here to build a trusted, long lasting partnership with you.
Client Stories
See what our clients have to say about our impacts and success.
"We are thankful to have someone of her financial caliber and expertise, along with her understanding of our extended family dynamics."
~ K & S
"My late husband would be smiling ear to ear if he knew how well Stephanie has taken care of me and all my financial and income needs."
~ Cipora B.
"With our unique family and corporate structure, what we lacked were the skills to navigate the labyrinth of investment, tax, and estate decisions confronting us. Enter Stephanie, who has been our constant guide."
~ Gary S.
“Stephanie Woo helped me attain financial independence and a new lease on life.”
~ Sandra Y.
Specials in the Financial Post
Stephanie passes on her wisdom as a regular contributor with specials in the Financial Post as she believes educating through storytelling can be less intimidating for many families to start this very important conversation.
You’re confident your heirs can do the job, but are they ready?
Don't hand over the keys to your wealth without estate planning that ensures inheritors have the proper knowledge and training.
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.
If a cartoon can inspire financial independence, so can you.
Delve deeper as I explore the importance of expanding your knowledge of money and cash-flowing assets.
Our Insights & Articles
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.
Video resources
Family Wealth Planning
Please scroll through our videos to learn more about Family Wealth Planning.
Business and Corporate Wealth Planning
Please scroll through our videos to learn more about Business and Corporate Wealth Planning.
Wealth Transfer, Inheritance and Legacy Planning
Please scroll through our videos to learn more about Wealth Transfer, Inheritance and Legacy Planning.