INTRODUCING WEI WOO, Financial Adviser - Research Capital
For 17 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.
