Wei Woo - Research Capital Corporation
For 16 years, I have managed retirement investment portfolios for pre - retirees and retirees seeking to protect - and grow - their hard earned wealth, with specific focus on generating retirement investment income. I take a consistent and disciplined approach to financial management 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.
With over 100 years of experience, Research Capital is a full service, independent, mid-sized Canadian investment dealer, serving both private and institutional clients with locations throughout Canada. We have the stability and longevity for you to be confident that your investments are secure, with all of the experience and insight
you would expect from a top-notch investment dealer, from advisors and portfolio managers who really understand your investment needs.
