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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Discretionary Portfolios

One of the many services we provide includes discretionary portfolio management. These are portfolios in which all buy and sell decisions are made by a Portfolio Manager. Currently we have four portfolios:

– Balanced Portfolio
– Income Portfolio
– Large / Mid Cap Equity Portfolio
– Small Cap Equity Portfolio

Email us to learn more

Bonds & Small Cap Investments

A niche speciality where we can add significat value in Small Cap equities and bonds (investment grade to high yield). Our decade long history involved in both of these spaces is shaped by our independent environment. Deep small cap research and access to multiple bond desks.

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Wealth Transition Planning

Are you wondering “What’s going to happen if something happens to me?” And “How can I make things easy for my family after I’m gone?” Wealth transition planning can be used for organizing your own affairs and those of aging family members.

 

We offer a complete estate organization and settlement system to our clients. We gather and update your most important financial and legal information: Who needs to be called? Where are your legal documents? What’s involved in your estate?

 

At death, this data seamlessly transitions to an Estate Executor toolkit which gives your executor a roadmap, step-by-step advice and the tools they need to do the work. It saves your family endless hours, endless dollars and endless grief. Ask us to help you get organized and stay organized now!

 

More about Wealth Transition Planning

 

Wealth Transition Planning Checklist

 

Do you have a more Complex Estate?

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Young Professional

Are you seeking high level of advise and wealth management solutions that are usually designed for high net worth clients? Our Young Professional portfolio is designed for professionals at the beginning of their career.

 

Young Professional Wealth Management

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Fixed Income/Reserve
Fund Portfolio

Customized income portfolios specifically for Condo Reserve Funds, Pension Plans and Charity Reserves.

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Snowbirds

Do you have a US dollar denominated portfolio that helps pay for vacations or foreign properties?

Do you have a US dollar denominated cash account, RSP or corporate account?

Are you looking for lower risk investments to complement your US equity exposure?

 

Various options exist to create an income stream in US dollars and there are various security types to choose from.  The familiar investments are usually US equities (individual company, ETF or mutual fund based).  However, we find there is a substantial investor base that is looking for US dollar fixed income that is less volatile and safer than equities.

Learn more here

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Calculate Your Retirement Potential

Understanding your financial situation can be difficult. With just a few questions you can calculate your current financial position and identify your top priorities. Research shows that people who have a financial plan and work with a financial planner are:

1. Confident in Achieving Financial Goals and Handling Unexpected Changes.

2. More Likely to Feel on Track with Financial Affairs.

3. Successful at Sticking to Financial Strategies.

4. More Likely to Have Higher Levels of Emotional, Financial and Overall Contentment.

We invite you to begin the financial planning discussion by clicking here.

Answer nine questions about your current financial health by clicking here.

 

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. Behavioral Coaching

3. Retirement Planning

4. Tax and Estate Advice

5. Investment Management across all asset classes including individual stocks & bonds, ETFs and mutual funds

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

Connect with the Team