Our relationship with each of our clients begins with a deep understanding of their unique circumstances, goals and interests. This provides a framework for approaching a wide range of financial and investment-related questions that pertain to them and to their households.
Our investment strategy has been carefully honed over many years and has delivered outstanding long-run returns for our clients. We combine thoughtful macroeconomic and capital markets analysis with independent research of companies and businesses to achieve investment success for our clients. We are committed to applying insight, discipline and dedication in every decision that we make in service to our clients. We are passionate about investing and about financial stewardship.

Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Coming from Singapore, Shanghai, Hong Kong and Taiwan, and calling Canada home, we are a cross-cultural team that embraces and integrates the best of different worlds. Our main language of operation is English, but we also have fluency in Mandarin and Cantonese.
As a team, we share a growth mindset and are dedicated to lifelong learning. Over decades of accumulated knowledge and experience, we have woven together a rich tapestry of insights - one that connects finance, business and life wisdom. Our love of learning is intertwined with our commitment to teaching and mentorship. We are keen to share our insights with our clients and are gratified by their warm expressions of appreciation. As well, we mentor university students and young professionals on a regular basis and in a variety of ways and are pleased to witness the positive impact we have on their growth.
In all that we do, we are highly attuned to quality; our decisions and recommendations are the outcomes of clear, unbiased thinking that focuses on what matters most, especially in the long term. We are proud of our industry-leading investment track record of 20-plus years, and we remain steadfast in prioritizing the needs of our clients and managing their portfolios for continued success in the years to come.
Hear what our clients have to say
"I have no hesitation in recommending Woon Ai and her team. I have been a client since 2011 and have been extremely pleased with the management of my investment portfolio. I trust their insight, judgment, and decision-making. No matter how uncertain the market may be, I always sleep well knowing my investments are in good hands. My confidence in Woon Ai and her team is so strong that I have recommended them to many family members. Thank you, Woon Ai, and to your exceptional team! ”
-M Leung
"After we sold our business and retired, our life goals changed. Woon Ai and her team have been exemplary in adjusting to this situation. Since our retirement, I am often asked what qualities one should have in running a business well. My answer is a simple one: integrity and reputation. These are the qualities that Woon Ai and her entire team possess. ”
-M. and T. Peña
"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
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