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Woon is a Chartered Professional Accountant and Chartered Investment Manager with over 30 years experience in financial services. She began her career with one of Canada's largest accounting firms in Montreal, then spent eight years in Bermuda, an offshore reinsurance and financial centre, where she acquired expertise in alternative risk management strategies as Vice President with a publicly-listed company. Woon holds a Bachelor of Commerce and Graduate Diploma in public accountancy from McGill University and is a member of the ordre des comptables professionnels agrees du Quebec.

Woon's goal is to help her clients build, protect and preserve wealth using a disciplined process. This process includes setting out investment objectives and goals in an Investment Policy Statement, recommending suitable strategies and most importantly, monitoring, reviewing and adjusting strategies on an ongoing basis.

Woon believes in complete wealth management which incorporates analysis of personal balance sheets, risk management and tax planning. Woon's goal is to provide clients with highly attentive and personalized service and customized wealth management solutions. Her clients include business owners, retirees, executives, young professionals and members of the medical and academic professions.

Woon is articulate, sincere and professional with the highest integrity. She is committed to building long-term client relationships and bringing her clients peace of mind. 

Please contact Woon for a personal consultation to review your financial plan and investment strategies.

Michalis has extensive knowledge and experience in the brokerage industry. Prior to his current role, Michalis held the position of Senior Branch Administrator at our Place Ville Marie branch. Michalis also spent eight years with CIBC Investor's Edge as an Investment Representative and then as Team Leader, managing and coaching 12 representatives. Michalis holds a Bachelor of Commerce (major in Finance & Accounting) from McGill University.