Our dedication to you

In this day and age, we understand that you have choices.  We’re certainly not the only Wealth Management team out there, and there will always be more.  So what sets us apart?  Our clients.  Their well-being and financial goals are - and always have been - our top priority.  Put simply: Our clients always come first. 

Staying true to this core value is how we’ve helped our clients navigate the ever-changing markets for over 40 years, and how we plan to do so for generations to come.  It’s why they continue to entrust us with their dreams and aspirations, and if given the opportunity, we look forward to doing the same for you and your legacy as well.

We always welcome new relationships, and we’re only a call or email away. Let’s talk.

Our family legacy helping yours

My path into financial services was totally unexpected, but clearly the right choice

Meet our team

Learn more about Woo Investment Group

 

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

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Latest Insights

Washington, D.C.

U.S. presidential election: Back to the future

In a historic political comeback, Donald Trump has again won the presidency. We look at the policies like taxes and tariffs shaping the investment climate. With political polarization high, don’t let emotions cloud your investment decisions.

Read more

The millennial mindset

Rewriting retirement Cover imageWhen it comes to finances, millennials tend to prioritize planning for long-term wealth, making a difference in the world and retiring early, according to a recent RBC Wealth Management survey. Read the survey report to learn more about the millennial mindset.