INTRODUCING WEI WOO, Financial Adviser – Research Capital
For 15 years, I have managed retirement investment portfolios for pre – retirees and retirees seeking to protect – and grow – their hard earned wealth. I take a consistent and disciplined approach to financial management in order to help my pre-retired, semi-retired, and retired clients achieve their individual goals for retirement income planning, tax, and estate planning.
As an investment professional, I provide insightful independent guidance; meet with my clients regularly to proactively keep them informed and confident in their long-term plan; make myself available as a reliable, knowledgeable resource; so that the approach I take for all client accounts I manage is holistic and the client service is nothing but exceptional.
I look to guide my clients through the defining moments of their lives, ensure their investments align with their goals, and help plan their retirement, long-term care, and legacy—among myriad other services. Each client’s goals, circumstances, and preferences are unique, and thus providing a customized and personalized wealth experience tailored towards you will lead to the financial security as the ultimate outcome.
– Wei Woo
TOONIE TALK PRESENTATIONS
Wei Woo has been a long time presenter here at the Westend Seniors Activity Centre, co-hosting Toonie Talk presentations on a variety of topics:
- “Semi-Annual 2023 Global Financial Market Review & Outlook”
- “Retirement Income Planning and Decumulation”
- “Optimizing the Retirement and Estate Planning Benefits of a Tax Free Savings Account”
- “Dividend Investing in Retirement Portfolios for Inflationary Times”
Watch our TOONIE TALK schedule to see when Wei will be back at the centre in 2023!
