David Woo

David Woo

B.Comm, CFP, RFP
Senior Financial Planner
Assante Capital Management Ltd.

In serving his clients, David is guided by the key values of transparency, clarity and empathy.

David especially enjoys working with clients who take an active interest in their financial health, and who value his carefully considered and structured approach to managing their wealth and investment portfolios. As financial planning is a long-term journey, he wants his clients to feel well-informed and confident of their decisions each step along the way.

David’s primary responsibilities are managing our overall portfolio design & construction, and reviewing each client’s goals to ensure they are optimizing their overall wealth planning and retirement planning opportunities.