Woo & Fong Team

Personalized Expertise

Our clients are tired of the same underperforming cookie cutter funds that banks offer. We work with discerning individuals who invest in their future with people who have the expertise to build a personalized portfolio fit for their goals. Our approach is flexible – allocating assets in a way that reflects your risk tolerance, your timelines and your input. We pride ourselves on being accountable and available for all of our clients, providing transparency and security in the ever-changing investment world.

 

Whether you’re new to investing with your first $100K and need a better growth strategy, or you’re looking to structure a fixed-income strategy from an established portfolio, we’d be happy to open some new opportunities for you.

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The Right Team has the Right Tools

We offer an extensive toolbox, experience and education to guide you through every stage of your financial life.

1. 40+ years of combined team experience

2. CIM® - Chartered Investment Manager Designation

3. PFPC® - Professional Financial Planning Course

4. DFC® - Derivatives Fundamentals Course

5. Licenced to trade options

6. Financial Coaching, budgeting, and cash flow management

7. Monthly client updates

8. Communication, transparency and availability

9. Strong network of vetted professionals to assist with any needs that arise

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