David Woo B.Comm, Cim, Cfp, Rfp Email & Phone Number

For 25 years, I have been providing personal wealth and financial planning advice for a select number of high net worth and affluent client households on their comprehensive wealth management needs that affect themselves and their families. As a partner of Danielson Group Wealth Management within Assante Capital Management Ltd., we work together with our client’s trusted professional advisors on matters involving tax, estate, insurance and investments to deliver integrated wealth management advice & solutions that are tailored to each client household.I am grateful for each of my client relationships, for the opportunity to make an impact in my client’s lives, and for the opportunity to be part of their life journey. Clarity and empathy are at the heart of my personal philosophy. I seek to understand not only what is important to my clients, but also ‘why’ that is important. The ‘why’ is our purpose. It is behind everything we do and everything that is important to us. Giving back and serving others has always been a personal way of being – it comes from within. From a professional perspective, this has resulted in charitable giving and philanthropy becoming a cornerstone for an increasing number of wealth planning conversations. By helping individuals put ‘scarcity’ into perspective so that ‘abundance’ and ‘gratitude’ become part of their thought process, it increases their ability and desire to positively impact the lives of others.

Listed skills include Retirement Planning, Investments, Financial Planning, Wealth Management, and 20 others.